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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 | $10,531 | $176,105-94.0% | $159,474-93.4% | $167,536-93.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 62.32% | 331.91%-269.6pp | 263.68%-201.4pp | 478.82%-416.5pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $13,020 | $7,751+68.0% | $7,353+77.1% | $6,342+105.3% |
| Admin fee / account holder | $29 | $12,559-99.8% | $10,802-99.7% | $12,315-99.8% |