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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 | $6,234 | $165,361-96.2% | $149,715-95.8% | $158,950-96.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.53% | 348.24%-327.7pp | 276.66%-256.1pp | 302.91%-282.4pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,042 | $7,182-57.6% | $6,842-55.5% | $5,983-49.1% |
| Admin fee / account holder | $22 | $10,808-99.8% | $9,310-99.8% | $11,248-99.8% |