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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 | $72,919 | $257,899-71.7% | $227,317-67.9% | $382,429-80.9% |
| Participation rate | 100.0% | 88.6%+11.4pp | 83.7%+16.3pp | 87.7%+12.3pp |
| Annual return | 270.73% | -6.88%+277.6pp | -6.47%+277.2pp | 248.85%+21.9pp |
| Employer contribution / active EE | $100 | $4,490-97.8% | $3,845-97.4% | $8,036-98.8% |
| Participant deferral / active EE | $0 | $4,249-100.0% | $4,124-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $12,635-100.0% | $12,529-100.0% | $30,732-100.0% |