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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 | $18,679 | $202,345-90.8% | $172,755-89.2% | $152,885-87.8% |
| Participation rate | 79.2% | 87.1%-7.9pp | 82.6%-3.5pp | 82.5%-3.3pp |
| Annual return | 25.91% | 1029.77%-1003.9pp | 802.94%-777.0pp | 345.39%-319.5pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,268 | $5,948-28.2% | $5,198-17.9% | $5,851-27.1% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |