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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 | $5,655 | $185,199-96.9% | $142,874-96.0% | $167,518-96.6% |
| Participation rate | 71.4% | 78.5%-7.0pp | 72.0%-0.5pp | 82.1%-10.7pp |
| Annual return | 34.82% | 8556.90%-8522.1pp | 5638.58%-5603.8pp | 478.71%-443.9pp |
| Employer contribution / active EE | $18 | $5,606-99.7% | $4,145-99.6% | $4,838-99.6% |
| Participant deferral / active EE | $968 | $4,495-78.5% | $3,838-74.8% | $6,342-84.7% |
| Admin fee / account holder | $3 | $8,031-100.0% | $6,561-100.0% | $12,312-100.0% |