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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 | $7,468 | $202,342-96.3% | $172,753-95.7% | $152,909-95.1% |
| Participation rate | 93.8% | 87.1%+6.7pp | 82.6%+11.1pp | 82.5%+11.3pp |
| Annual return | 0.00% | 1029.88%-1029.9pp | 803.00%-803.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,040 | $5,857-82.3% | $5,144-79.8% | $4,764-78.2% |
| Participant deferral / active EE | $5,624 | $5,948-5.5% | $5,198+8.2% | $5,851-3.9% |
| Admin fee / account holder | $44 | $17,112-99.7% | $13,956-99.7% | $11,601-99.6% |