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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 | $13,664 | $202,342-93.2% | $172,753-92.1% | $152,909-91.1% |
| Participation rate | 70.6% | 87.1%-16.5pp | 82.6%-12.1pp | 82.5%-11.9pp |
| Annual return | 80.73% | 1029.88%-949.1pp | 803.00%-722.3pp | 345.46%-264.7pp |
| Employer contribution / active EE | $1,227 | $5,857-79.1% | $5,144-76.1% | $4,764-74.2% |
| Participant deferral / active EE | $4,005 | $5,948-32.7% | $5,198-22.9% | $5,851-31.6% |
| Admin fee / account holder | $123 | $17,112-99.3% | $13,956-99.1% | $11,601-98.9% |