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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 | $4,873 | $227,399-97.9% | $189,758-97.4% | $198,609-97.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 25.45% | 61.03%-35.6pp | 52.62%-27.2pp | 202.70%-177.2pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,674 | $6,837-46.3% | $5,856-37.3% | $6,977-47.3% |
| Admin fee / account holder | $14 | $25,162-99.9% | $20,388-99.9% | $19,030-99.9% |