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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 | $2,124 | $202,460-99.0% | $169,385-98.7% | $139,456-98.5% |
| Participation rate | 72.7% | 81.1%-8.4pp | 77.2%-4.4pp | 80.3%-7.6pp |
| Annual return | 0.00% | 532.07%-532.1pp | 405.82%-405.8pp | 373.45%-373.4pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,803 | $6,938-74.0% | $6,221-71.0% | $6,711-73.1% |
| Admin fee / account holder | $1 | $10,719-100.0% | $9,011-100.0% | $11,407-100.0% |