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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 | $3,859 | $202,460-98.1% | $169,385-97.7% | $139,456-97.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 18.46% | 532.07%-513.6pp | 405.82%-387.4pp | 373.45%-355.0pp |
| Employer contribution / active EE | $0 | $4,691-100.0% | $4,012-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,328 | $6,938-80.9% | $6,221-78.7% | $6,711-80.2% |
| Admin fee / account holder | $34 | $10,719-99.7% | $9,011-99.6% | $11,407-99.7% |