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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 | $7,451 | $185,225-96.0% | $142,898-94.8% | $167,536-95.6% |
| Participation rate | 78.6% | 78.5%+0.1pp | 72.0%+6.6pp | 82.1%-3.5pp |
| Annual return | 9.97% | 8558.12%-8548.2pp | 5639.64%-5629.7pp | 478.82%-468.8pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $8,032-100.0% | $6,560-100.0% | $12,315-100.0% |