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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 | $9,918 | $172,111-94.2% | $150,298-93.4% | $137,256-92.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 69.99% | 69.37%+0.6pp | 62.79%+7.2pp | 220.34%-150.4pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,864 | $6,166-53.5% | $5,453-47.5% | $6,407-55.3% |
| Admin fee / account holder | $23 | $16,471-99.9% | $14,116-99.8% | $12,270-99.8% |