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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 | $17,207 | $289,211-94.1% | $260,467-93.4% | $198,609-91.3% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 23.04% | 112.90%-89.9pp | 100.60%-77.6pp | 202.70%-179.7pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,988 | $6,812-41.5% | $6,319-36.9% | $6,977-42.8% |
| Admin fee / account holder | $48 | $16,236-99.7% | $15,461-99.7% | $19,030-99.7% |