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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 | $9,757 | $202,342-95.2% | $172,752-94.4% | $152,897-93.6% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.5%-9.7pp |
| Annual return | 44.69% | 1029.83%-985.1pp | 802.97%-758.3pp | 345.43%-300.7pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,700 | $5,948-37.8% | $5,198-28.8% | $5,851-36.8% |
| Admin fee / account holder | $96 | $17,111-99.4% | $13,955-99.3% | $11,599-99.2% |