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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 | $7,193 | $129,737-94.5% | $119,126-94.0% | $154,746-95.4% |
| Participation rate | 91.3% | 78.9%+12.5pp | 75.8%+15.5pp | 80.7%+10.6pp |
| Annual return | 159.33% | 379.08%-219.7pp | 282.11%-122.8pp | 172.34%-13.0pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,011 | $5,842-48.5% | $5,318-43.4% | $6,730-55.3% |
| Admin fee / account holder | $270 | $11,961-97.7% | $10,693-97.5% | $14,365-98.1% |