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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 | $2,995 | $96,643-96.9% | $86,617-96.5% | $139,456-97.9% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 38.47% | 106.57%-68.1pp | 591.91%-553.4pp | 373.45%-335.0pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,326 | $4,835-51.9% | $4,437-47.6% | $6,711-65.3% |
| Admin fee / account holder | $200 | $6,406-96.9% | $5,613-96.4% | $11,407-98.2% |