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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 | $14,268 | $202,342-92.9% | $172,753-91.7% | $152,909-90.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 31.53% | 1029.88%-998.4pp | 803.00%-771.5pp | 345.46%-313.9pp |
| Employer contribution / active EE | $610 | $5,857-89.6% | $5,144-88.1% | $4,764-87.2% |
| Participant deferral / active EE | $5,105 | $5,948-14.2% | $5,198-1.8% | $5,851-12.8% |
| Admin fee / account holder | $151 | $17,112-99.1% | $13,956-98.9% | $11,601-98.7% |