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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 | $6,746 | $159,978-95.8% | $147,041-95.4% | $145,978-95.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.19% | 98.36%-85.2pp | 419.21%-406.0pp | 550.52%-537.3pp |
| Employer contribution / active EE | $509 | $5,288-90.4% | $4,935-89.7% | $4,662-89.1% |
| Participant deferral / active EE | $2,642 | $8,429-68.7% | $8,071-67.3% | $6,690-60.5% |
| Admin fee / account holder | $181 | $15,053-98.8% | $13,006-98.6% | $13,400-98.7% |