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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 | $314,696-76.8% | $286,621-74.6% | $428,746-83.0% |
| Participation rate | 100.0% | 88.9%+11.1pp | 83.4%+16.6pp | 88.2%+11.8pp |
| Annual return | 270.73% | -4.12%+274.8pp | -3.95%+274.7pp | 331.92%-61.2pp |
| Employer contribution / active EE | $100 | $2,461-95.9% | $2,412-95.9% | $8,363-98.8% |
| Participant deferral / active EE | $0 | $3,960-100.0% | $3,845-100.0% | $5,961-100.0% |
| Admin fee / account holder | $0 | $22,607-100.0% | $19,814-100.0% | $31,735-100.0% |