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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 | $15,114 | $162,136-90.7% | $152,301-90.1% | $154,746-90.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 33.99% | 91.02%-57.0pp | 80.50%-46.5pp | 172.34%-138.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,472 | $8,341+25.6% | $8,004+30.8% | $6,730+55.6% |
| Admin fee / account holder | $43 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |