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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 | $15,596 | $165,381-90.6% | $149,730-89.6% | $158,966-90.2% |
| Participation rate | 76.9% | 84.6%-7.7pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 44.04% | 348.29%-304.3pp | 276.70%-232.7pp | 302.95%-258.9pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,932 | $7,182-3.5% | $6,843+1.3% | $5,983+15.9% |
| Admin fee / account holder | $52 | $10,809-99.5% | $9,310-99.4% | $11,250-99.5% |