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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 | $10,592 | $183,627-94.2% | $155,602-93.2% | $145,978-92.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 10.08% | 61.32%-51.2pp | 64.81%-54.7pp | 550.52%-540.4pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,516 | $6,466-14.7% | $5,629-2.0% | $6,690-17.5% |
| Admin fee / account holder | $251 | $19,327-98.7% | $15,923-98.4% | $13,400-98.1% |