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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 | $25,939 | $171,492-84.9% | $150,734-82.8% | $198,609-86.9% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 18.21% | 804.70%-786.5pp | 600.81%-582.6pp | 202.70%-184.5pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,083 | $6,259-2.8% | $5,610+8.4% | $6,977-12.8% |
| Admin fee / account holder | $49 | $17,628-99.7% | $14,905-99.7% | $19,030-99.7% |