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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 | $9,609 | $184,000-94.8% | $162,185-94.1% | $152,909-93.7% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | 158.41% | 150.80%+7.6pp | 115.61%+42.8pp | 345.46%-187.1pp |
| Employer contribution / active EE | $1,025 | $6,370-83.9% | $5,613-81.7% | $4,764-78.5% |
| Participant deferral / active EE | $5,518 | $8,033-31.3% | $7,297-24.4% | $5,851-5.7% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |