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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 | $5,023 | $108,897-95.4% | $100,378-95.0% | $145,877-96.6% |
| Participation rate | 84.6% | 83.0%+1.7pp | 81.5%+3.1pp | 80.3%+4.3pp |
| Annual return | 32.40% | 58.17%-25.8pp | 49.41%-17.0pp | 551.28%-518.9pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,166 | $8,455-38.9% | $8,087-36.1% | $6,691-22.8% |
| Admin fee / account holder | $137 | $9,690-98.6% | $7,899-98.3% | $13,402-99.0% |