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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 | $10,390 | $202,326-94.9% | $172,745-94.0% | $152,870-93.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.45% | 1029.72%-1005.3pp | 802.90%-778.4pp | 345.34%-320.9pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,988 | $5,948-33.0% | $5,197-23.3% | $5,850-31.8% |
| Admin fee / account holder | $7 | $17,110-100.0% | $13,954-99.9% | $11,597-99.9% |