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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 | $24,172 | $202,342-88.1% | $172,752-86.0% | $152,897-84.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 422.79% | 1029.83%-607.0pp | 802.97%-380.2pp | 345.43%+77.4pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,536 | $5,948-40.6% | $5,198-32.0% | $5,851-39.6% |
| Admin fee / account holder | $141 | $17,111-99.2% | $13,955-99.0% | $11,599-98.8% |