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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 | $4,780 | $160,070-97.0% | $147,117-96.8% | $145,897-96.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 37.54% | 98.69%-61.1pp | 420.54%-383.0pp | 552.29%-514.7pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,753 | $8,419-67.3% | $8,065-65.9% | $6,689-58.8% |
| Admin fee / account holder | $234 | $15,035-98.4% | $12,993-98.2% | $13,390-98.3% |