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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 | $5,866 | $157,829-96.3% | $136,867-95.7% | $198,609-97.0% |
| Participation rate | 90.0% | 77.2%+12.8pp | 74.5%+15.5pp | 82.4%+7.6pp |
| Annual return | 49.45% | 51.25%-1.8pp | 42.97%+6.5pp | 202.70%-153.3pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,562 | $5,463-53.1% | $4,924-48.0% | $6,977-63.3% |
| Admin fee / account holder | $17 | $11,107-99.8% | $10,340-99.8% | $19,030-99.9% |