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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 | $20,433 | $196,972-89.6% | $182,262-88.8% | $198,609-89.7% |
| Participation rate | 89.5% | 85.7%+3.8pp | 84.2%+5.3pp | 82.4%+7.1pp |
| Annual return | 19.50% | 158.27%-138.8pp | 140.60%-121.1pp | 202.70%-183.2pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,242 | $8,643-39.4% | $8,276-36.7% | $6,977-24.9% |
| Admin fee / account holder | $80 | $18,429-99.6% | $16,712-99.5% | $19,030-99.6% |