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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 | $14,312 | $138,078-89.6% | $125,363-88.6% | $134,509-89.4% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | 129.61% | 750.49%-620.9pp | 572.15%-442.5pp | 418.13%-288.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,404 | $7,800-5.1% | $7,447-0.6% | $6,400+15.7% |
| Admin fee / account holder | $25 | $11,566-99.8% | $10,005-99.8% | $11,427-99.8% |