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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 | $8,956 | $142,354-93.7% | $125,529-92.9% | $155,188-94.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 21.79% | 306.06%-284.3pp | 202.56%-180.8pp | 148.84%-127.0pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,430 | $5,491+17.1% | $4,813+33.6% | $6,531-1.5% |
| Admin fee / account holder | $41 | $19,392-99.8% | $16,298-99.8% | $14,480-99.7% |