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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 | $7,151 | $165,939-95.7% | $122,354-94.2% | $147,586-95.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 227.28% | 34.56%+192.7pp | 30.28%+197.0pp | 578.59%-351.3pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,353 | $4,005+58.6% | $3,287+93.3% | $5,439+16.8% |
| Admin fee / account holder | $13 | $7,425-99.8% | $5,479-99.8% | $10,886-99.9% |