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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 | $7,596 | $209,888-96.4% | $189,545-96.0% | $167,553-95.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 35.38% | 748.66%-713.3pp | 555.36%-520.0pp | 478.89%-443.5pp |
| Employer contribution / active EE | $1,374 | $6,915-80.1% | $6,162-77.7% | $4,840-71.6% |
| Participant deferral / active EE | $4,196 | $8,934-53.0% | $8,220-49.0% | $6,343-33.8% |
| Admin fee / account holder | $38 | $14,300-99.7% | $12,049-99.7% | $12,316-99.7% |