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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,043 | $29,670-96.5% | $56,054-98.1% | $80,911-98.7% |
| Participation rate | 80.8% | 41.7%+39.1pp | 52.5%+28.3pp | 67.6%+13.1pp |
| Annual return | 41.16% | 35.24%+5.9pp | 1705.95%-1664.8pp | 35.63%+5.5pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,245 | $1,227+1.5% | $1,952-36.2% | $4,297-71.0% |
| Admin fee / account holder | $87 | $2,431-96.4% | $2,822-96.9% | $6,935-98.7% |