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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 | $11,569 | $150,447-92.3% | $136,298-91.5% | $147,586-92.2% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 31.10% | 1049.15%-1018.1pp | 5156.27%-5125.2pp | 578.59%-547.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,491 | $6,631-32.3% | $6,247-28.1% | $5,439-17.4% |
| Admin fee / account holder | $70 | $10,906-99.4% | $9,244-99.2% | $10,886-99.4% |