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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 | $6,886 | $209,425-96.7% | $178,499-96.1% | $158,966-95.7% |
| Participation rate | 93.3% | 86.4%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 9.05% | 188.80%-179.7pp | 151.10%-142.1pp | 302.95%-293.9pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,187 | $5,955-63.3% | $5,202-58.0% | $5,983-63.5% |
| Admin fee / account holder | $180 | $17,078-98.9% | $13,986-98.7% | $11,250-98.4% |