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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 | $147,254 | $284,927-48.3% | $210,053-29.9% | $382,429-61.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.8%+19.2pp | 87.7%+12.3pp |
| Annual return | 2.88% | 281.55%-278.7pp | 232.76%-229.9pp | 248.85%-246.0pp |
| Employer contribution / active EE | $4,238 | $6,452-34.3% | $4,521-6.3% | $8,036-47.3% |
| Participant deferral / active EE | $0 | $4,567-100.0% | $4,238-100.0% | $5,727-100.0% |
| Admin fee / account holder | $169 | $19,753-99.1% | $16,990-99.0% | $30,732-99.4% |