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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 | $794 | $102,595-99.2% | $94,057-99.2% | $154,746-99.5% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 80.7%-0.7pp |
| Annual return | 46.28% | 583.42%-537.1pp | 480.62%-434.3pp | 172.34%-126.1pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,096 | $5,118-78.6% | $4,709-76.7% | $6,730-83.7% |
| Admin fee / account holder | $92 | $7,736-98.8% | $7,244-98.7% | $14,365-99.4% |