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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 | $12,731 | $184,000-93.1% | $162,185-92.2% | $152,909-91.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.84% | 150.80%-127.0pp | 115.61%-91.8pp | 345.46%-321.6pp |
| Employer contribution / active EE | $1,351 | $6,370-78.8% | $5,613-75.9% | $4,764-71.6% |
| Participant deferral / active EE | $6,200 | $8,033-22.8% | $7,297-15.0% | $5,851+6.0% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |