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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 | $18,354 | $176,077-89.6% | $159,455-88.5% | $167,518-89.0% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 20.35% | 331.83%-311.5pp | 263.63%-243.3pp | 478.71%-458.4pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $10,119 | $7,751+30.5% | $7,353+37.6% | $6,342+59.6% |
| Admin fee / account holder | $250 | $12,556-98.0% | $10,800-97.7% | $12,312-98.0% |