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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 | $12,985 | $183,592-92.9% | $155,574-91.7% | $145,877-91.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.92% | 61.37%-46.5pp | 64.87%-49.9pp | 551.28%-536.4pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,778 | $6,466-26.1% | $5,629-15.1% | $6,691-28.6% |
| Admin fee / account holder | $266 | $19,316-98.6% | $15,914-98.3% | $13,402-98.0% |