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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 | $202,342-94.9% | $172,753-94.0% | $152,909-93.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.45% | 1029.88%-1005.4pp | 803.00%-778.6pp | 345.46%-321.0pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,988 | $5,948-33.0% | $5,198-23.3% | $5,851-31.9% |
| Admin fee / account holder | $7 | $17,112-100.0% | $13,956-99.9% | $11,601-99.9% |