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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 | $9,294 | $175,231-94.7% | $149,696-93.8% | $139,466-93.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 52.61% | 166.77%-114.2pp | 134.46%-81.9pp | 373.66%-321.1pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $10,310 | $6,521+58.1% | $5,682+81.4% | $6,712+53.6% |
| Admin fee / account holder | $77 | $16,155-99.5% | $13,212-99.4% | $11,409-99.3% |