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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 | $3,929 | $228,352-98.3% | $185,835-97.9% | $158,966-97.5% |
| Participation rate | 93.3% | 82.3%+11.0pp | 78.0%+15.3pp | 82.0%+11.4pp |
| Annual return | 554.96% | 40.81%+514.2pp | 35.96%+519.0pp | 302.95%+252.0pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,216 | $6,416-34.3% | $5,633-25.2% | $5,983-29.5% |
| Admin fee / account holder | $4 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |