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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 | $4,846 | $176,077-97.2% | $159,455-97.0% | $167,518-97.1% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 64.06% | 331.83%-267.8pp | 263.63%-199.6pp | 478.71%-414.7pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,668 | $7,751-52.7% | $7,353-50.1% | $6,342-42.2% |
| Admin fee / account holder | $25 | $12,556-99.8% | $10,800-99.8% | $12,312-99.8% |