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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 | $2,833 | $175,231-98.4% | $149,696-98.1% | $139,466-98.0% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 26.47% | 166.77%-140.3pp | 134.46%-108.0pp | 373.66%-347.2pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,115 | $6,521-67.6% | $5,682-62.8% | $6,712-68.5% |
| Admin fee / account holder | $23 | $16,155-99.9% | $13,212-99.8% | $11,409-99.8% |