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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 | $12,647 | $234,190-94.6% | $180,320-93.0% | $198,609-93.6% |
| Participation rate | 95.2% | 77.1%+18.1pp | 71.5%+23.7pp | 82.4%+12.9pp |
| Annual return | 18.36% | 1057.44%-1039.1pp | 778.54%-760.2pp | 202.70%-184.3pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,691 | $4,988-26.0% | $4,304-14.2% | $6,977-47.1% |
| Admin fee / account holder | $221 | $12,558-98.2% | $10,000-97.8% | $19,030-98.8% |