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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 | $15,003 | $156,398-90.4% | $147,318-89.8% | $138,895-89.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 24.88% | 78.75%-53.9pp | 70.43%-45.5pp | 145.39%-120.5pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,635 | $8,237-31.6% | $7,906-28.7% | $6,396-11.9% |
| Admin fee / account holder | $24 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |