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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 | $15,855 | $150,447-89.5% | $136,298-88.4% | $147,586-89.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 35.94% | 1049.15%-1013.2pp | 5156.27%-5120.3pp | 578.59%-542.7pp |
| Employer contribution / active EE | $390 | $5,256-92.6% | $4,696-91.7% | $4,876-92.0% |
| Participant deferral / active EE | $13,284 | $6,631+100.3% | $6,247+112.6% | $5,439+144.2% |
| Admin fee / account holder | $226 | $10,906-97.9% | $9,244-97.6% | $10,886-97.9% |