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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 | $6,646 | $180,749-96.3% | $160,784-95.9% | $137,256-95.2% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 24.40% | 2234.46%-2210.1pp | 1803.92%-1779.5pp | 220.34%-195.9pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,836 | $6,844-44.0% | $6,293-39.0% | $6,407-40.1% |
| Admin fee / account holder | $27 | $10,397-99.7% | $9,717-99.7% | $12,270-99.8% |