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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 | $29,889 | $202,342-85.2% | $172,753-82.7% | $152,909-80.5% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.5%+10.4pp |
| Annual return | 15.30% | 1029.88%-1014.6pp | 803.00%-787.7pp | 345.46%-330.2pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,310 | $5,948-44.4% | $5,198-36.3% | $5,851-43.4% |
| Admin fee / account holder | $265 | $17,112-98.5% | $13,956-98.1% | $11,601-97.7% |