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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 | $5,993 | $157,304-96.2% | $141,197-95.8% | $152,909-96.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 43.69% | 64.34%-20.7pp | 71.41%-27.7pp | 345.46%-301.8pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,785 | $7,111-46.8% | $6,710-43.6% | $5,851-35.3% |
| Admin fee / account holder | $30 | $12,126-99.8% | $10,265-99.7% | $11,601-99.7% |