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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 | $7,529 | $89,364-91.6% | $141,177-94.7% | $72,983-89.7% |
| Participation rate | 92.6% | 75.1%+17.5pp | 82.5%+10.1pp | 69.5%+23.1pp |
| Annual return | 128.50% | 111.86%+16.6pp | 71.40%+57.1pp | 81.01%+47.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,025 | $5,419-7.3% | $6,710-25.1% | $3,608+39.3% |
| Admin fee / account holder | $174 | $5,959-97.1% | $10,263-98.3% | $5,124-96.6% |