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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 | $4,759 | $209,422-97.7% | $178,503-97.3% | $158,982-97.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 43.84% | 188.81%-145.0pp | 151.12%-107.3pp | 302.99%-259.1pp |
| Employer contribution / active EE | $588 | $5,707-89.7% | $5,011-88.3% | $4,763-87.7% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $28 | $17,079-99.8% | $13,987-99.8% | $11,252-99.7% |