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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 | $2,987 | $181,062-98.4% | $158,223-98.1% | $155,188-98.1% |
| Participation rate | 93.8% | 82.7%+11.1pp | 79.2%+14.5pp | 80.8%+12.9pp |
| Annual return | 390.82% | 57.39%+333.4pp | 52.09%+338.7pp | 148.84%+242.0pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,060 | $6,134-33.8% | $5,467-25.7% | $6,531-37.8% |
| Admin fee / account holder | $85 | $18,825-99.6% | $16,047-99.5% | $14,480-99.4% |