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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 | $134,817-94.7% | $123,973-94.2% | $155,188-95.4% |
| Participation rate | 91.3% | 79.4%+11.9pp | 76.7%+14.6pp | 80.8%+10.5pp |
| Annual return | 159.33% | 515.49%-356.2pp | 388.13%-228.8pp | 148.84%+10.5pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,011 | $5,706-47.2% | $5,247-42.6% | $6,531-53.9% |
| Admin fee / account holder | $270 | $13,245-98.0% | $11,799-97.7% | $14,480-98.1% |