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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 | $5,365 | $176,077-97.0% | $159,455-96.6% | $167,518-96.8% |
| Participation rate | 95.5% | 84.9%+10.5pp | 82.8%+12.6pp | 82.1%+13.3pp |
| Annual return | 0.00% | 331.83%-331.8pp | 263.63%-263.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $552 | $5,298-89.6% | $4,830-88.6% | $4,838-88.6% |
| Participant deferral / active EE | $3,674 | $7,751-52.6% | $7,353-50.0% | $6,342-42.1% |
| Admin fee / account holder | $21 | $12,556-99.8% | $10,800-99.8% | $12,312-99.8% |