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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 | $6,927 | $166,131-95.8% | $164,975-95.8% | $145,877-95.3% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 175.95% | 100.37%+75.6pp | 70.12%+105.8pp | 551.28%-375.3pp |
| Employer contribution / active EE | $799 | $5,276-84.9% | $4,343-81.6% | $4,663-82.9% |
| Participant deferral / active EE | $5,039 | $6,962-27.6% | $6,033-16.5% | $6,691-24.7% |
| Admin fee / account holder | $6 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |