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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 | $10,517 | $155,555-93.2% | $146,866-92.8% | $155,188-93.2% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.5%+6.4pp | 80.8%+8.1pp |
| Annual return | 32.93% | 115.41%-82.5pp | 102.85%-69.9pp | 148.84%-115.9pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,275 | $8,044-34.4% | $7,759-32.0% | $6,531-19.2% |
| Admin fee / account holder | $28 | $14,755-99.8% | $13,620-99.8% | $14,480-99.8% |