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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 | $8,047 | $202,342-96.0% | $172,752-95.3% | $152,897-94.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 30.27% | 1029.83%-999.6pp | 802.97%-772.7pp | 345.43%-315.2pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,195 | $5,948-46.3% | $5,198-38.5% | $5,851-45.4% |
| Admin fee / account holder | $2 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |