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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 | $17,368 | $198,461-91.2% | $170,436-89.8% | $147,585-88.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.90% | 257.30%-244.4pp | 205.94%-193.0pp | 578.57%-565.7pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,921 | $5,629-48.1% | $4,939-40.9% | $5,439-46.3% |
| Admin fee / account holder | $62 | $16,852-99.6% | $13,880-99.6% | $10,885-99.4% |