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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 | $26,109 | $209,425-87.5% | $178,499-85.4% | $158,966-83.6% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 16.35% | 188.80%-172.4pp | 151.10%-134.8pp | 302.95%-286.6pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,318 | $5,955-27.5% | $5,202-17.0% | $5,983-27.8% |
| Admin fee / account holder | $157 | $17,078-99.1% | $13,986-98.9% | $11,250-98.6% |