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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 | $4,398 | $96,643-95.4% | $86,617-94.9% | $139,456-96.8% |
| Participation rate | 91.7% | 74.4%+17.3pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 17.01% | 106.57%-89.6pp | 591.91%-574.9pp | 373.45%-356.4pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,261 | $4,835-73.9% | $4,437-71.6% | $6,711-81.2% |
| Admin fee / account holder | $142 | $6,406-97.8% | $5,613-97.5% | $11,407-98.8% |