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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 | $16,809 | $196,972-91.5% | $182,262-90.8% | $198,609-91.5% |
| Participation rate | 86.7% | 85.7%+1.0pp | 84.2%+2.5pp | 82.4%+4.3pp |
| Annual return | 35.54% | 158.27%-122.7pp | 140.60%-105.1pp | 202.70%-167.2pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,956 | $8,643+3.6% | $8,276+8.2% | $6,977+28.4% |
| Admin fee / account holder | $38 | $18,429-99.8% | $16,712-99.8% | $19,030-99.8% |