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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 | $7,354 | $234,190-96.9% | $180,320-95.9% | $198,609-96.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 47.79% | 1057.44%-1009.6pp | 778.54%-730.7pp | 202.70%-154.9pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,585 | $4,988-68.2% | $4,304-63.2% | $6,977-77.3% |
| Admin fee / account holder | $22 | $12,558-99.8% | $10,000-99.8% | $19,030-99.9% |