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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 | $913 | $169,356-99.5% | $129,406-99.3% | $145,897-99.4% |
| Participation rate | 70.6% | 76.5%-5.9pp | 69.6%+0.9pp | 80.3%-9.7pp |
| Annual return | 15.65% | 14418.62%-14403.0pp | 9468.18%-9452.5pp | 552.29%-536.6pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $464 | $4,987-90.7% | $4,167-88.9% | $6,689-93.1% |
| Admin fee / account holder | $16 | $9,915-99.8% | $7,689-99.8% | $13,390-99.9% |