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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 | $2,776 | $72,446-96.2% | $67,561-95.9% | $145,877-98.1% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 10.30% | 7211.98%-7201.7pp | 3525.44%-3515.1pp | 551.28%-541.0pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,852 | $4,785-61.3% | $4,003-53.7% | $6,691-72.3% |
| Admin fee / account holder | $37 | $5,541-99.3% | $4,006-99.1% | $13,402-99.7% |