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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 | $1,280 | $70,366-98.2% | $66,674-98.1% | $138,895-99.1% |
| Participation rate | 90.5% | 76.2%+14.3pp | 73.7%+16.8pp | 79.9%+10.6pp |
| Annual return | 81.75% | 386.41%-304.7pp | 321.24%-239.5pp | 145.39%-63.6pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $877 | $4,374-80.0% | $4,084-78.5% | $6,396-86.3% |
| Admin fee / account holder | $132 | $5,262-97.5% | $5,098-97.4% | $12,562-98.9% |