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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 | $17,630 | $217,432-91.9% | $185,851-90.5% | $167,553-89.5% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 46.42% | 148.43%-102.0pp | 122.11%-75.7pp | 478.89%-432.5pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $6,553 | $6,357+3.1% | $5,569+17.7% | $6,343+3.3% |
| Admin fee / account holder | $8 | $19,820-100.0% | $16,245-100.0% | $12,316-99.9% |