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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 | $8,566 | $107,944-92.1% | $91,994-90.7% | $152,885-94.4% |
| Participation rate | 85.7% | 81.2%+4.5pp | 78.6%+7.1pp | 82.5%+3.3pp |
| Annual return | 41.90% | 89.26%-47.4pp | 69.03%-27.1pp | 345.39%-303.5pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,407 | $6,365-15.0% | $5,923-8.7% | $5,851-7.6% |
| Admin fee / account holder | $131 | $10,521-98.8% | $7,743-98.3% | $11,598-98.9% |