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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 | $18,822 | $171,867-89.0% | $149,721-87.4% | $147,586-87.2% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 23.63% | 2113.36%-2089.7pp | 1501.67%-1478.0pp | 578.59%-555.0pp |
| Employer contribution / active EE | $1,064 | $6,275-83.0% | $5,444-80.5% | $4,876-78.2% |
| Participant deferral / active EE | $6,531 | $7,270-10.2% | $6,568-0.6% | $5,439+20.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |