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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 | $14,451 | $176,688-91.8% | $130,660-88.9% | $152,897-90.5% |
| Participation rate | 90.0% | 79.0%+11.0pp | 71.7%+18.3pp | 82.5%+7.5pp |
| Annual return | 9.07% | 2693.08%-2684.0pp | 1709.29%-1700.2pp | 345.43%-336.4pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,262 | $4,362+66.5% | $3,603+101.6% | $5,851+24.1% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,599-100.0% |