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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 | $5,738 | $183,592-96.9% | $155,574-96.3% | $145,877-96.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.61% | 61.37%-44.8pp | 64.87%-48.3pp | 551.28%-534.7pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,816 | $6,466-56.5% | $5,629-50.0% | $6,691-57.9% |
| Admin fee / account holder | $130 | $19,316-99.3% | $15,914-99.2% | $13,402-99.0% |