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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 | $6,220 | $90,607-93.1% | $79,467-92.2% | $135,380-95.4% |
| Participation rate | 81.8% | 76.0%+5.8pp | 73.3%+8.5pp | 82.6%-0.8pp |
| Annual return | 34.29% | 977.74%-943.4pp | 718.30%-684.0pp | 519.81%-485.5pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,959 | $4,050-26.9% | $3,704-20.1% | $5,609-47.2% |
| Admin fee / account holder | $242 | $5,895-95.9% | $5,104-95.3% | $10,828-97.8% |