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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 | $6,219 | $175,259-96.5% | $149,723-95.8% | $139,487-95.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 56.28% | 166.82%-110.5pp | 134.50%-78.2pp | 373.84%-317.6pp |
| Employer contribution / active EE | $1,033 | $5,478-81.2% | $4,821-78.6% | $4,755-78.3% |
| Participant deferral / active EE | $3,834 | $6,522-41.2% | $5,682-32.5% | $6,713-42.9% |
| Admin fee / account holder | $145 | $16,158-99.1% | $13,215-98.9% | $11,407-98.7% |