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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 | $13,517 | $112,112-87.9% | $95,956-85.9% | $158,950-91.5% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 60.15% | 171.15%-111.0pp | 91.63%-31.5pp | 302.91%-242.8pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,267 | $4,784+93.7% | $4,167+122.4% | $5,983+54.9% |
| Admin fee / account holder | $32 | $10,134-99.7% | $6,797-99.5% | $11,248-99.7% |