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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 | $5,535 | $114,119-95.1% | $107,187-94.8% | $138,895-96.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 25.05% | 273.21%-248.2pp | 204.55%-179.5pp | 145.39%-120.3pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,227 | $5,538-41.7% | $5,096-36.7% | $6,396-49.6% |
| Admin fee / account holder | $158 | $10,024-98.4% | $9,162-98.3% | $12,562-98.7% |