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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 | $25,414 | $209,425-87.9% | $178,499-85.8% | $158,966-84.0% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 24.86% | 188.80%-163.9pp | 151.10%-126.2pp | 302.95%-278.1pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,451 | $5,955+25.1% | $5,202+43.2% | $5,983+24.5% |
| Admin fee / account holder | $3 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |