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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 | $5,672 | $148,623-96.2% | $135,974-95.8% | $139,466-95.9% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 37.77% | 79.30%-41.5pp | 68.30%-30.5pp | 373.66%-335.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,896 | $8,103-51.9% | $7,760-49.8% | $6,712-42.0% |
| Admin fee / account holder | $30 | $12,406-99.8% | $10,767-99.7% | $11,409-99.7% |