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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 | $11,646 | $157,296-92.6% | $141,191-91.8% | $152,897-92.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 143.21% | 64.34%+78.9pp | 71.41%+71.8pp | 345.43%-202.2pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,180 | $7,111-13.1% | $6,710-7.9% | $5,851+5.6% |
| Admin fee / account holder | $179 | $12,125-98.5% | $10,264-98.3% | $11,599-98.5% |