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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 | $14,649 | $138,078-89.4% | $125,363-88.3% | $134,509-89.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 531.72% | 750.49%-218.8pp | 572.15%-40.4pp | 418.13%+113.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,502 | $7,800+9.0% | $7,447+14.2% | $6,400+32.8% |
| Admin fee / account holder | $18 | $11,566-99.8% | $10,005-99.8% | $11,427-99.8% |