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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 | $26,486 | $209,425-87.4% | $178,499-85.2% | $158,966-83.3% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 9.28% | 188.80%-179.5pp | 151.10%-141.8pp | 302.95%-293.7pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,411 | $5,955-25.9% | $5,202-15.2% | $5,983-26.3% |
| Admin fee / account holder | $133 | $17,078-99.2% | $13,986-99.1% | $11,250-98.8% |