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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 | $4,348 | $160,028-97.3% | $147,080-97.0% | $145,884-97.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 50.09% | 98.60%-48.5pp | 420.17%-370.1pp | 551.85%-501.8pp |
| Employer contribution / active EE | $710 | $5,286-86.6% | $4,933-85.6% | $4,662-84.8% |
| Participant deferral / active EE | $2,841 | $8,422-66.3% | $8,066-64.8% | $6,690-57.5% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |