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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 | $1,949 | $125,778-98.5% | $114,563-98.3% | $154,746-98.7% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.9%+7.1pp | 80.7%-0.7pp |
| Annual return | 21.16% | 295.14%-274.0pp | 241.09%-219.9pp | 172.34%-151.2pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,464 | $4,445-67.1% | $4,142-64.7% | $6,730-78.3% |
| Admin fee / account holder | $222 | $8,190-97.3% | $7,623-97.1% | $14,365-98.5% |