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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 | $20,388 | $150,445-86.4% | $136,297-85.0% | $147,585-86.2% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 26.82% | 1049.14%-1022.3pp | 5156.16%-5129.3pp | 578.57%-551.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,722 | $6,631+61.7% | $6,247+71.6% | $5,439+97.1% |
| Admin fee / account holder | $15 | $10,906-99.9% | $9,244-99.8% | $10,885-99.9% |