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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 | $18,957 | $99,875-81.0% | $146,866-87.1% | $86,983-78.2% |
| Participation rate | 89.5% | 75.8%+13.7pp | 82.5%+7.0pp | 69.5%+19.9pp |
| Annual return | 236.48% | 28.10%+208.4pp | 102.85%+133.6pp | 25.83%+210.6pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,459 | $6,322+18.0% | $7,759-3.9% | $4,194+77.9% |
| Admin fee / account holder | $39 | $7,838-99.5% | $13,620-99.7% | $7,856-99.5% |