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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 | $15,388 | $217,432-92.9% | $185,849-91.7% | $167,536-90.8% |
| Participation rate | 87.5% | 86.1%+1.4pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 19.01% | 148.42%-129.4pp | 122.10%-103.1pp | 478.82%-459.8pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,088 | $6,357-4.2% | $5,569+9.3% | $6,342-4.0% |
| Admin fee / account holder | $247 | $19,818-98.8% | $16,244-98.5% | $12,315-98.0% |