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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 | $21,560 | $202,342-89.3% | $172,753-87.5% | $152,909-85.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.09% | 1029.88%-1009.8pp | 803.00%-782.9pp | 345.46%-325.4pp |
| Employer contribution / active EE | $1,197 | $5,857-79.6% | $5,144-76.7% | $4,764-74.9% |
| Participant deferral / active EE | $11,137 | $5,948+87.2% | $5,198+114.3% | $5,851+90.3% |
| Admin fee / account holder | $51 | $17,112-99.7% | $13,956-99.6% | $11,601-99.6% |