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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 | $8,066 | $110,212-92.7% | $96,534-91.6% | $139,466-94.2% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 108.35% | 26.42%+81.9pp | 25.88%+82.5pp | 373.66%-265.3pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,884 | $5,547-12.0% | $4,851+0.7% | $6,712-27.2% |
| Admin fee / account holder | $100 | $11,599-99.1% | $8,253-98.8% | $11,409-99.1% |