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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 | $12,095 | $202,342-94.0% | $172,752-93.0% | $152,897-92.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.77% | 1029.83%-1003.1pp | 802.97%-776.2pp | 345.43%-318.7pp |
| Employer contribution / active EE | $764 | $5,858-87.0% | $5,144-85.1% | $4,764-84.0% |
| Participant deferral / active EE | $3,891 | $5,948-34.6% | $5,198-25.1% | $5,851-33.5% |
| Admin fee / account holder | $144 | $17,111-99.2% | $13,955-99.0% | $11,599-98.8% |