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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 | $10,637 | $165,584-93.6% | $142,942-92.6% | $137,256-92.2% |
| Participation rate | 75.0% | 80.1%-5.1pp | 76.8%-1.8pp | 80.0%-5.0pp |
| Annual return | 30.36% | 164.22%-133.9pp | 113.70%-83.3pp | 220.34%-190.0pp |
| Employer contribution / active EE | $0 | $4,725-100.0% | $4,139-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,561 | $8,194-44.3% | $7,128-36.0% | $6,407-28.8% |
| Admin fee / account holder | $114 | $16,167-99.3% | $12,475-99.1% | $12,270-99.1% |