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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 | $9,551 | $176,105-94.6% | $159,474-94.0% | $167,536-94.3% |
| Participation rate | 81.3% | 85.0%-3.7pp | 82.8%-1.6pp | 82.1%-0.9pp |
| Annual return | 10.47% | 331.91%-321.4pp | 263.68%-253.2pp | 478.82%-468.3pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,884 | $7,751-62.8% | $7,353-60.8% | $6,342-54.5% |
| Admin fee / account holder | $124 | $12,559-99.0% | $10,802-98.9% | $12,315-99.0% |