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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 | $8,160 | $138,078-94.1% | $125,363-93.5% | $134,509-93.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | 136.42% | 750.49%-614.1pp | 572.15%-435.7pp | 418.13%-281.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,447 | $7,800-55.8% | $7,447-53.7% | $6,400-46.1% |
| Admin fee / account holder | $152 | $11,566-98.7% | $10,005-98.5% | $11,427-98.7% |