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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 | $5,407 | $107,363-95.0% | $92,909-94.2% | $152,897-96.5% |
| Participation rate | 84.6% | 79.8%+4.8pp | 76.0%+8.6pp | 82.5%+2.2pp |
| Annual return | 27.59% | 145.63%-118.0pp | 109.44%-81.8pp | 345.43%-317.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,105 | $4,848-56.6% | $4,238-50.3% | $5,851-64.0% |
| Admin fee / account holder | $215 | $7,082-97.0% | $5,795-96.3% | $11,599-98.2% |