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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 | $19,946 | $165,381-87.9% | $149,730-86.7% | $158,966-87.5% |
| Participation rate | 86.4% | 84.6%+1.8pp | 82.5%+3.9pp | 82.0%+4.4pp |
| Annual return | 47.84% | 348.29%-300.5pp | 276.70%-228.9pp | 302.95%-255.1pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,864 | $7,182+23.4% | $6,843+29.5% | $5,983+48.2% |
| Admin fee / account holder | $4 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |