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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 | $2,211 | $96,388-97.7% | $80,627-97.3% | $139,466-98.4% |
| Participation rate | 86.7% | 73.6%+13.0pp | 67.0%+19.7pp | 80.3%+6.3pp |
| Annual return | 60.60% | 1352.08%-1291.5pp | 936.76%-876.2pp | 373.66%-313.1pp |
| Employer contribution / active EE | $270 | $3,260-91.7% | $2,723-90.1% | $4,754-94.3% |
| Participant deferral / active EE | $1,644 | $5,224-68.5% | $4,443-63.0% | $6,712-75.5% |
| Admin fee / account holder | $30 | $6,603-99.5% | $5,381-99.4% | $11,409-99.7% |