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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 | $24,119 | $202,342-88.1% | $172,752-86.0% | $152,897-84.2% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 36.17% | 1029.83%-993.7pp | 802.97%-766.8pp | 345.43%-309.3pp |
| Employer contribution / active EE | $1,205 | $5,858-79.4% | $5,144-76.6% | $4,764-74.7% |
| Participant deferral / active EE | $5,924 | $5,948-0.4% | $5,198+14.0% | $5,851+1.2% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |