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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 | $7,736 | $165,399-95.3% | $149,745-94.8% | $158,982-95.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 29.22% | 348.34%-319.1pp | 276.72%-247.5pp | 302.99%-273.8pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,100 | $7,183-56.8% | $6,843-54.7% | $5,983-48.2% |
| Admin fee / account holder | $51 | $10,811-99.5% | $9,312-99.5% | $11,252-99.6% |