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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 | $6,144 | $157,296-96.1% | $141,191-95.6% | $152,897-96.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 60.03% | 64.34%-4.3pp | 71.41%-11.4pp | 345.43%-285.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,392 | $7,111-24.2% | $6,710-19.6% | $5,851-7.8% |
| Admin fee / account holder | $158 | $12,125-98.7% | $10,264-98.5% | $11,599-98.6% |