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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 | $23,123 | $202,342-88.6% | $172,752-86.6% | $152,897-84.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 57.93% | 1029.83%-971.9pp | 802.97%-745.0pp | 345.43%-287.5pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,498 | $5,948+9.2% | $5,198+25.0% | $5,851+11.1% |
| Admin fee / account holder | $58 | $17,111-99.7% | $13,955-99.6% | $11,599-99.5% |