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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 | $9,906 | $150,442-93.4% | $136,295-92.7% | $147,585-93.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 31.35% | 1049.09%-1017.7pp | 5155.97%-5124.6pp | 578.56%-547.2pp |
| Employer contribution / active EE | $830 | $5,256-84.2% | $4,695-82.3% | $4,876-83.0% |
| Participant deferral / active EE | $2,961 | $6,630-55.3% | $6,247-52.6% | $5,439-45.6% |
| Admin fee / account holder | $19 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |