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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 | $13,408 | $175,231-92.3% | $149,696-91.0% | $139,466-90.4% |
| Participation rate | 94.1% | 83.4%+10.7pp | 78.8%+15.3pp | 80.3%+13.8pp |
| Annual return | 24.34% | 166.77%-142.4pp | 134.46%-110.1pp | 373.66%-349.3pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,391 | $6,521+28.7% | $5,682+47.7% | $6,712+25.0% |
| Admin fee / account holder | $44 | $16,155-99.7% | $13,212-99.7% | $11,409-99.6% |