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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 | $16,926 | $196,972-91.4% | $182,262-90.7% | $198,609-91.5% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 70.77% | 158.27%-87.5pp | 140.60%-69.8pp | 202.70%-131.9pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $11,707 | $8,643+35.5% | $8,276+41.4% | $6,977+67.8% |
| Admin fee / account holder | $33 | $18,429-99.8% | $16,712-99.8% | $19,030-99.8% |