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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 | $5,369 | $175,259-96.9% | $149,723-96.4% | $139,487-96.2% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 34.31% | 166.82%-132.5pp | 134.50%-100.2pp | 373.84%-339.5pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,419 | $6,522-47.6% | $5,682-39.8% | $6,713-49.1% |
| Admin fee / account holder | $141 | $16,158-99.1% | $13,215-98.9% | $11,407-98.8% |