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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 | $10,740 | $109,411-90.2% | $89,435-88.0% | $158,982-93.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 154.44% | 345.68%-191.2pp | 245.55%-91.1pp | 302.99%-148.5pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,950 | $4,600+94.6% | $3,890+130.1% | $5,983+49.6% |
| Admin fee / account holder | $11 | $6,159-99.8% | $4,884-99.8% | $11,252-99.9% |