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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 | $9,391 | $160,070-94.1% | $147,117-93.6% | $145,897-93.6% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 20.90% | 98.69%-77.8pp | 420.54%-399.6pp | 552.29%-531.4pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,705 | $8,419-56.0% | $8,065-54.1% | $6,689-44.6% |
| Admin fee / account holder | $169 | $15,035-98.9% | $12,993-98.7% | $13,390-98.7% |