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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 | $6,379 | $100,895-93.7% | $90,430-92.9% | $158,950-96.0% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 33.80% | 1725.54%-1691.7pp | 1293.73%-1259.9pp | 302.91%-269.1pp |
| Employer contribution / active EE | $116 | $3,689-96.8% | $3,262-96.4% | $4,762-97.6% |
| Participant deferral / active EE | $4,409 | $4,347+1.4% | $3,963+11.3% | $5,983-26.3% |
| Admin fee / account holder | $1 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |