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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 | $10,412 | $150,446-93.1% | $136,297-92.4% | $147,585-92.9% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 178.36% | 1049.14%-870.8pp | 5156.19%-4977.8pp | 578.58%-400.2pp |
| Employer contribution / active EE | $407 | $5,256-92.3% | $4,696-91.3% | $4,876-91.7% |
| Participant deferral / active EE | $2,976 | $6,631-55.1% | $6,247-52.4% | $5,439-45.3% |
| Admin fee / account holder | $6 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |