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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 | $4,236 | $115,911-96.3% | $100,530-95.8% | $158,950-97.3% |
| Participation rate | 91.7% | 81.6%+10.1pp | 79.4%+12.3pp | 82.0%+9.7pp |
| Annual return | 292.01% | 34.80%+257.2pp | 30.89%+261.1pp | 302.91%-10.9pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,781 | $6,676-58.3% | $6,271-55.7% | $5,983-53.5% |
| Admin fee / account holder | $215 | $10,999-98.0% | $8,083-97.3% | $11,248-98.1% |