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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 | $10,462 | $103,392-89.9% | $87,104-88.0% | $152,897-93.2% |
| Participation rate | 91.7% | 79.4%+12.3pp | 76.9%+14.8pp | 82.5%+9.2pp |
| Annual return | 9205.64% | 28.10%+9177.5pp | 28.19%+9177.4pp | 345.43%+8860.2pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,161 | $4,778-54.8% | $4,048-46.6% | $5,851-63.1% |
| Admin fee / account holder | $134 | $12,194-98.9% | $7,491-98.2% | $11,599-98.8% |