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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 | $4,165 | $180,749-97.7% | $160,784-97.4% | $137,256-97.0% |
| Participation rate | 72.7% | 80.0%-7.2pp | 77.0%-4.2pp | 80.0%-7.2pp |
| Annual return | 14.98% | 2234.46%-2219.5pp | 1803.92%-1788.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,792 | $6,844-73.8% | $6,293-71.5% | $6,407-72.0% |
| Admin fee / account holder | $206 | $10,397-98.0% | $9,717-97.9% | $12,270-98.3% |