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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 | $17,872 | $176,786-89.9% | $146,643-87.8% | $167,536-89.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 46.95% | 24.04%+22.9pp | 22.75%+24.2pp | 478.82%-431.9pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $20,060 | $6,440+211.5% | $5,506+264.3% | $6,342+216.3% |
| Admin fee / account holder | $35 | $13,262-99.7% | $10,280-99.7% | $12,315-99.7% |