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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 | $8,325 | $127,387-93.5% | $115,038-92.8% | $125,389-93.4% |
| Participation rate | 90.9% | 84.2%+6.8pp | 81.4%+9.5pp | 83.2%+7.7pp |
| Annual return | 2552.31% | 31.28%+2521.0pp | 26.14%+2526.2pp | 282.24%+2270.1pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,354 | $6,423-63.3% | $6,026-60.9% | $5,352-56.0% |
| Admin fee / account holder | $4 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |