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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 | $8,170 | $111,535-92.7% | $105,223-92.2% | $137,256-94.0% |
| Participation rate | 86.4% | 78.1%+8.3pp | 75.0%+11.3pp | 80.0%+6.4pp |
| Annual return | 24.43% | 237.85%-213.4pp | 180.65%-156.2pp | 220.34%-195.9pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,655 | $5,500-33.5% | $5,072-27.9% | $6,407-42.9% |
| Admin fee / account holder | $52 | $9,721-99.5% | $8,859-99.4% | $12,270-99.6% |