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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 | $28,092 | $209,428-86.6% | $178,498-84.3% | $158,950-82.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.72% | 188.78%-180.1pp | 151.09%-142.4pp | 302.91%-294.2pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,151 | $5,955-47.1% | $5,202-39.4% | $5,983-47.3% |
| Admin fee / account holder | $36 | $17,077-99.8% | $13,985-99.7% | $11,248-99.7% |