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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 | $3,714 | $157,304-97.6% | $141,197-97.4% | $152,909-97.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 168.06% | 64.34%+103.7pp | 71.41%+96.7pp | 345.46%-177.4pp |
| Employer contribution / active EE | $863 | $5,263-83.6% | $4,736-81.8% | $4,764-81.9% |
| Participant deferral / active EE | $2,465 | $7,111-65.3% | $6,710-63.3% | $5,851-57.9% |
| Admin fee / account holder | $8 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |