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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 | $23,531 | $209,422-88.8% | $178,503-86.8% | $158,982-85.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.87% | 188.81%-178.9pp | 151.12%-141.2pp | 302.99%-293.1pp |
| Employer contribution / active EE | $1,001 | $5,707-82.5% | $5,011-80.0% | $4,763-79.0% |
| Participant deferral / active EE | $4,868 | $5,955-18.3% | $5,202-6.4% | $5,983-18.7% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |