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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 | $16,924 | $157,296-89.2% | $141,191-88.0% | $152,897-88.9% |
| Participation rate | 81.0% | 84.8%-3.9pp | 82.5%-1.5pp | 82.5%-1.5pp |
| Annual return | 39.59% | 64.34%-24.8pp | 71.41%-31.8pp | 345.43%-305.8pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,314 | $7,111+2.9% | $6,710+9.0% | $5,851+25.0% |
| Admin fee / account holder | $30 | $12,125-99.8% | $10,264-99.7% | $11,599-99.7% |