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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 | $17,378 | $202,342-91.4% | $172,753-89.9% | $152,909-88.6% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 19.37% | 1029.88%-1010.5pp | 803.00%-783.6pp | 345.46%-326.1pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,832 | $5,948-52.4% | $5,198-45.5% | $5,851-51.6% |
| Admin fee / account holder | $53 | $17,112-99.7% | $13,956-99.6% | $11,601-99.5% |