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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 | $4,916 | $148,582-96.7% | $135,942-96.4% | $139,456-96.5% |
| Participation rate | 76.5% | 83.9%-7.4pp | 81.9%-5.4pp | 80.3%-3.9pp |
| Annual return | 36.08% | 79.26%-43.2pp | 68.28%-32.2pp | 373.45%-337.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,593 | $8,101-55.7% | $7,759-53.7% | $6,711-46.5% |
| Admin fee / account holder | $14 | $12,402-99.9% | $10,764-99.9% | $11,407-99.9% |