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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 | $7,500 | $138,102-94.6% | $125,381-94.0% | $134,532-94.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 93.34% | 750.73%-657.4pp | 572.31%-479.0pp | 418.27%-324.9pp |
| Employer contribution / active EE | $346 | $5,245-93.4% | $4,815-92.8% | $4,741-92.7% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $90 | $11,568-99.2% | $10,007-99.1% | $11,429-99.2% |