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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 | $9,185 | $150,446-93.9% | $136,297-93.3% | $147,585-93.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 55.80% | 1049.14%-993.3pp | 5156.19%-5100.4pp | 578.58%-522.8pp |
| Employer contribution / active EE | $587 | $5,256-88.8% | $4,696-87.5% | $4,876-88.0% |
| Participant deferral / active EE | $6,427 | $6,631-3.1% | $6,247+2.9% | $5,439+18.2% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |