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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 | $134,817-93.9% | $123,973-93.4% | $155,188-94.7% |
| Participation rate | 86.4% | 79.4%+7.0pp | 76.7%+9.7pp | 80.8%+5.6pp |
| Annual return | 24.43% | 515.49%-491.1pp | 388.13%-363.7pp | 148.84%-124.4pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,655 | $5,706-35.9% | $5,247-30.3% | $6,531-44.0% |
| Admin fee / account holder | $52 | $13,245-99.6% | $11,799-99.6% | $14,480-99.6% |