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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 | $11,107 | $157,304-92.9% | $141,197-92.1% | $152,909-92.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 24.24% | 64.34%-40.1pp | 71.41%-47.2pp | 345.46%-321.2pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,625 | $7,111-49.0% | $6,710-46.0% | $5,851-38.1% |
| Admin fee / account holder | $44 | $12,126-99.6% | $10,265-99.6% | $11,601-99.6% |