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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 | $1,839 | $169,336-98.9% | $129,384-98.6% | $145,884-98.7% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 26.27% | 14408.70%-14382.4pp | 9461.77%-9435.5pp | 551.85%-525.6pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,505 | $4,985-69.8% | $4,166-63.9% | $6,690-77.5% |
| Admin fee / account holder | $10 | $9,912-99.9% | $7,686-99.9% | $13,392-99.9% |