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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 | $8,416 | $70,435-88.1% | $96,575-91.3% | $85,856-90.2% |
| Participation rate | 85.7% | 61.8%+23.9pp | 69.8%+15.9pp | 69.3%+16.4pp |
| Annual return | 58.29% | 18.59%+39.7pp | 37.79%+20.5pp | 318.58%-260.3pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,776 | $2,894+30.5% | $3,849-1.9% | $3,952-4.4% |
| Admin fee / account holder | $66 | $4,997-98.7% | $6,182-98.9% | $6,261-98.9% |