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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 | $4,598 | $185,312-97.5% | $161,489-97.2% | $154,746-97.0% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 67.44% | 103.84%-36.4pp | 89.72%-22.3pp | 172.34%-104.9pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,633 | $6,350-42.8% | $5,630-35.5% | $6,730-46.0% |
| Admin fee / account holder | $183 | $18,654-99.0% | $16,006-98.9% | $14,365-98.7% |