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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 | $8,417 | $183,539-95.4% | $155,556-94.6% | $145,897-94.2% |
| Participation rate | 73.7% | 82.7%-9.0pp | 78.2%-4.5pp | 80.3%-6.6pp |
| Annual return | 63.46% | 61.31%+2.2pp | 64.84%-1.4pp | 552.29%-488.8pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,899 | $6,467-70.6% | $5,631-66.3% | $6,689-71.6% |
| Admin fee / account holder | $51 | $19,275-99.7% | $15,885-99.7% | $13,390-99.6% |