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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 | $14,137 | $176,120-92.0% | $159,487-91.1% | $167,553-91.6% |
| Participation rate | 77.8% | 85.0%-7.2pp | 82.8%-5.1pp | 82.1%-4.3pp |
| Annual return | 20.76% | 331.95%-311.2pp | 263.71%-242.9pp | 478.89%-458.1pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $6,363 | $7,752-17.9% | $7,354-13.5% | $6,343+0.3% |
| Admin fee / account holder | $16 | $12,561-99.9% | $10,804-99.9% | $12,316-99.9% |