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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 | $5,696 | $162,529-96.5% | $130,788-95.6% | $154,746-96.3% |
| Participation rate | 78.9% | 75.9%+3.1pp | 70.1%+8.8pp | 80.7%-1.8pp |
| Annual return | 26.75% | 510.48%-483.7pp | 386.44%-359.7pp | 172.34%-145.6pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,248 | $4,808-53.2% | $4,137-45.7% | $6,730-66.6% |
| Admin fee / account holder | $16 | $7,669-99.8% | $6,673-99.8% | $14,365-99.9% |