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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 | $11,276 | $165,399-93.2% | $149,745-92.5% | $158,982-92.9% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 29.60% | 348.34%-318.7pp | 276.72%-247.1pp | 302.99%-273.4pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,768 | $7,183-61.5% | $6,843-59.6% | $5,983-53.7% |
| Admin fee / account holder | $32 | $10,811-99.7% | $9,312-99.7% | $11,252-99.7% |