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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 | $20,679 | $202,345-89.8% | $172,755-88.0% | $152,885-86.5% |
| Participation rate | 81.3% | 87.1%-5.8pp | 82.6%-1.4pp | 82.5%-1.2pp |
| Annual return | 19.51% | 1029.77%-1010.3pp | 802.94%-783.4pp | 345.39%-325.9pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,722 | $5,948-37.4% | $5,198-28.4% | $5,851-36.4% |
| Admin fee / account holder | $239 | $17,111-98.6% | $13,955-98.3% | $11,598-97.9% |