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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 | $393 | $156,970-99.7% | $121,210-99.7% | $139,487-99.7% |
| Participation rate | 83.3% | 76.5%+6.9pp | 69.5%+13.8pp | 80.3%+3.0pp |
| Annual return | 10.62% | 1477.10%-1466.5pp | 987.41%-976.8pp | 373.84%-363.2pp |
| Employer contribution / active EE | $0 | $5,546-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $403 | $4,849-91.7% | $4,084-90.1% | $6,713-94.0% |
| Admin fee / account holder | $265 | $6,947-96.2% | $5,647-95.3% | $11,407-97.7% |