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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 | $3,916 | $107,368-96.4% | $92,915-95.8% | $152,909-97.4% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.5%+0.9pp |
| Annual return | 118.04% | 145.64%-27.6pp | 109.45%+8.6pp | 345.46%-227.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,484 | $4,848-28.1% | $4,238-17.8% | $5,851-40.5% |
| Admin fee / account holder | $165 | $7,082-97.7% | $5,796-97.2% | $11,601-98.6% |