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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 | $4,246 | $148,629-97.1% | $135,982-96.9% | $139,487-97.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 76.66% | 79.33%-2.7pp | 68.32%+8.3pp | 373.84%-297.2pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,278 | $8,102-34.9% | $7,760-32.0% | $6,713-21.4% |
| Admin fee / account holder | $15 | $12,406-99.9% | $10,767-99.9% | $11,407-99.9% |