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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 | $12,190 | $101,539-88.0% | $147,041-91.7% | $74,400-83.6% |
| Participation rate | 81.3% | 75.5%+5.8pp | 82.2%-0.9pp | 67.2%+14.1pp |
| Annual return | 54.66% | 8740.84%-8686.2pp | 419.21%-364.6pp | 1367.51%-1312.9pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $5,775 | $7,304-20.9% | $8,071-28.4% | $4,348+32.8% |
| Admin fee / account holder | $253 | $1,749-85.5% | $13,006-98.1% | $1,944-87.0% |