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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 | $5,412 | $135,956-96.0% | $123,894-95.6% | $273,972-98.0% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,233 | $6,343-17.5% | $5,984-12.6% | $5,287-1.0% |
| Admin fee / account holder | $109 | $9,817-98.9% | $8,357-98.7% | $10,133-98.9% |