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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 | $18,475 | $228,352-91.9% | $185,835-90.1% | $158,966-88.4% |
| Participation rate | 76.5% | 82.3%-5.8pp | 78.0%-1.6pp | 82.0%-5.5pp |
| Annual return | 1855.64% | 40.81%+1814.8pp | 35.96%+1819.7pp | 302.95%+1552.7pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,317 | $6,416-48.3% | $5,633-41.1% | $5,983-44.6% |
| Admin fee / account holder | $1 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |