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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 | $8,448 | $84,708-90.0% | $75,714-88.8% | $167,536-95.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 127.45% | 199.62%-72.2pp | 104.62%+22.8pp | 478.82%-351.4pp |
| Employer contribution / active EE | $393 | $3,231-87.8% | $2,744-85.7% | $4,839-91.9% |
| Participant deferral / active EE | $4,291 | $4,577-6.3% | $3,820+12.3% | $6,342-32.3% |
| Admin fee / account holder | $0 | $5,358-100.0% | $3,619-100.0% | $12,315-100.0% |