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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 | $8,726 | $102,696-91.5% | $86,235-89.9% | $139,487-93.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 74.00% | 1925.91%-1851.9pp | 1170.03%-1096.0pp | 373.84%-299.8pp |
| Employer contribution / active EE | $181 | $3,034-94.0% | $2,381-92.4% | $4,755-96.2% |
| Participant deferral / active EE | $5,973 | $4,679+27.7% | $3,987+49.8% | $6,713-11.0% |
| Admin fee / account holder | $0 | $8,667-100.0% | $6,856-100.0% | $11,407-100.0% |