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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 | $4,076 | $209,428-98.1% | $178,498-97.7% | $158,950-97.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 38.30% | 188.78%-150.5pp | 151.09%-112.8pp | 302.91%-264.6pp |
| Employer contribution / active EE | $314 | $5,707-94.5% | $5,011-93.7% | $4,762-93.4% |
| Participant deferral / active EE | $2,296 | $5,955-61.4% | $5,202-55.9% | $5,983-61.6% |
| Admin fee / account holder | $19 | $17,077-99.9% | $13,985-99.9% | $11,248-99.8% |