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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 | $7,756 | $108,882-92.9% | $96,754-92.0% | $154,746-95.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 818.60% | 98.39%+720.2pp | 82.04%+736.6pp | 172.34%+646.3pp |
| Employer contribution / active EE | $185 | $3,018-93.9% | $2,679-93.1% | $4,379-95.8% |
| Participant deferral / active EE | $2,272 | $5,323-57.3% | $4,758-52.3% | $6,730-66.2% |
| Admin fee / account holder | $32 | $10,200-99.7% | $8,905-99.6% | $14,365-99.8% |