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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 | $5,596 | $157,296-96.4% | $141,191-96.0% | $152,897-96.3% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.5%+8.5pp |
| Annual return | 25.01% | 64.34%-39.3pp | 71.41%-46.4pp | 345.43%-320.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,907 | $7,111-59.1% | $6,710-56.7% | $5,851-50.3% |
| Admin fee / account holder | $30 | $12,125-99.8% | $10,264-99.7% | $11,599-99.7% |