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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 | $1,900 | $156,927-98.8% | $121,169-98.4% | $139,456-98.6% |
| Participation rate | 85.0% | 76.4%+8.6pp | 69.5%+15.5pp | 80.3%+4.7pp |
| Annual return | 37.56% | 1475.85%-1438.3pp | 986.71%-949.2pp | 373.45%-335.9pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,036 | $4,848-78.6% | $4,083-74.6% | $6,711-84.6% |
| Admin fee / account holder | $7 | $6,946-99.9% | $5,645-99.9% | $11,407-99.9% |