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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 | $16,413 | $138,075-88.1% | $123,552-86.7% | $135,379-87.9% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | 193.95% | 153.70%+40.3pp | 119.20%+74.7pp | 519.79%-325.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,323 | $6,800-51.1% | $6,426-48.3% | $5,609-40.8% |
| Admin fee / account holder | $2 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |