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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 | $14,337 | $176,077-91.9% | $159,455-91.0% | $167,518-91.4% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 18.56% | 331.83%-313.3pp | 263.63%-245.1pp | 478.71%-460.1pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $5,954 | $7,751-23.2% | $7,353-19.0% | $6,342-6.1% |
| Admin fee / account holder | $150 | $12,556-98.8% | $10,800-98.6% | $12,312-98.8% |