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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 | $7,242 | $135,645-94.7% | $110,243-93.4% | $135,380-94.7% |
| Participation rate | 93.8% | 83.5%+10.3pp | 79.8%+13.9pp | 82.6%+11.1pp |
| Annual return | 39.79% | 513.24%-473.5pp | 314.76%-275.0pp | 519.81%-480.0pp |
| Employer contribution / active EE | $338 | $4,907-93.1% | $3,827-91.2% | $4,779-92.9% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $174 | $11,458-98.5% | $8,548-98.0% | $10,828-98.4% |