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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 | $14,283 | $155,555-90.8% | $146,866-90.3% | $155,188-90.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.38% | 115.41%-96.0pp | 102.85%-83.5pp | 148.84%-129.5pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,278 | $8,044-34.4% | $7,759-32.0% | $6,531-19.2% |
| Admin fee / account holder | $86 | $14,755-99.4% | $13,620-99.4% | $14,480-99.4% |