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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 | $9,920 | $196,972-95.0% | $182,262-94.6% | $198,609-95.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 25.77% | 158.27%-132.5pp | 140.60%-114.8pp | 202.70%-176.9pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,868 | $8,643-32.1% | $8,276-29.1% | $6,977-15.9% |
| Admin fee / account holder | $31 | $18,429-99.8% | $16,712-99.8% | $19,030-99.8% |