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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 | $5,984 | $196,972-97.0% | $182,262-96.7% | $198,609-97.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 37.52% | 158.27%-120.8pp | 140.60%-103.1pp | 202.70%-165.2pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,392 | $8,643-37.6% | $8,276-34.9% | $6,977-22.7% |
| Admin fee / account holder | $47 | $18,429-99.7% | $16,712-99.7% | $19,030-99.8% |