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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 | $20,683 | $171,492-87.9% | $150,734-86.3% | $198,609-89.6% |
| Participation rate | 70.8% | 81.4%-10.6pp | 78.4%-7.6pp | 82.4%-11.5pp |
| Annual return | 21.59% | 804.70%-783.1pp | 600.81%-579.2pp | 202.70%-181.1pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,718 | $6,259-40.6% | $5,610-33.7% | $6,977-46.7% |
| Admin fee / account holder | $36 | $17,628-99.8% | $14,905-99.8% | $19,030-99.8% |