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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 | $26,237 | $196,972-86.7% | $182,262-85.6% | $198,609-86.8% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 19.99% | 158.27%-138.3pp | 140.60%-120.6pp | 202.70%-182.7pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,388 | $8,643-49.2% | $8,276-47.0% | $6,977-37.1% |
| Admin fee / account holder | $72 | $18,429-99.6% | $16,712-99.6% | $19,030-99.6% |