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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 | $174,379-98.3% | $152,093-98.0% | $138,895-97.8% |
| Participation rate | 93.8% | 81.6%+12.1pp | 77.8%+16.0pp | 79.9%+13.8pp |
| Annual return | 390.82% | 74.86%+316.0pp | 66.36%+324.5pp | 145.39%+245.4pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,060 | $6,159-34.1% | $5,451-25.5% | $6,396-36.5% |
| Admin fee / account holder | $85 | $16,880-99.5% | $14,497-99.4% | $12,562-99.3% |