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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 | $29,964 | $209,422-85.7% | $178,503-83.2% | $158,982-81.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.14% | 188.81%-172.7pp | 151.12%-135.0pp | 302.99%-286.8pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $21,460 | $5,955+260.4% | $5,202+312.5% | $5,983+258.7% |
| Admin fee / account holder | $12 | $17,079-99.9% | $13,987-99.9% | $11,252-99.9% |