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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 | $9,110 | $185,225-95.1% | $142,898-93.6% | $167,536-94.6% |
| Participation rate | 93.8% | 78.5%+15.3pp | 72.0%+21.8pp | 82.1%+11.6pp |
| Annual return | 13.63% | 8558.12%-8544.5pp | 5639.64%-5626.0pp | 478.82%-465.2pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,546 | $4,496-43.4% | $3,838-33.7% | $6,342-59.9% |
| Admin fee / account holder | $251 | $8,032-96.9% | $6,560-96.2% | $12,315-98.0% |