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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 | $21,665 | $183,988-88.2% | $162,177-86.6% | $152,897-85.8% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.5%+3.3pp |
| Annual return | 31.34% | 150.79%-119.4pp | 115.60%-84.3pp | 345.43%-314.1pp |
| Employer contribution / active EE | $1,317 | $6,370-79.3% | $5,613-76.5% | $4,764-72.3% |
| Participant deferral / active EE | $4,122 | $8,032-48.7% | $7,297-43.5% | $5,851-29.6% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |