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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 | $3,919 | $165,399-97.6% | $149,745-97.4% | $158,982-97.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 113.37% | 348.34%-235.0pp | 276.72%-163.3pp | 302.99%-189.6pp |
| Employer contribution / active EE | $473 | $5,105-90.7% | $4,646-89.8% | $4,763-90.1% |
| Participant deferral / active EE | $3,165 | $7,183-55.9% | $6,843-53.7% | $5,983-47.1% |
| Admin fee / account holder | $224 | $10,811-97.9% | $9,312-97.6% | $11,252-98.0% |