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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 | $10,018 | $157,304-93.6% | $141,197-92.9% | $152,909-93.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 45.68% | 64.34%-18.7pp | 71.41%-25.7pp | 345.46%-299.8pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,003 | $7,111-15.6% | $6,710-10.5% | $5,851+2.6% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |