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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 | $15,475 | $157,296-90.2% | $141,191-89.0% | $152,897-89.9% |
| Participation rate | 90.5% | 84.8%+5.7pp | 82.5%+8.0pp | 82.5%+8.0pp |
| Annual return | 25.47% | 64.34%-38.9pp | 71.41%-45.9pp | 345.43%-320.0pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,516 | $7,111-36.5% | $6,710-32.7% | $5,851-22.8% |
| Admin fee / account holder | $56 | $12,125-99.5% | $10,264-99.5% | $11,599-99.5% |