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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 | $21,672 | $217,432-90.0% | $185,851-88.3% | $167,553-87.1% |
| Participation rate | 76.5% | 86.1%-9.6pp | 81.7%-5.2pp | 82.1%-5.6pp |
| Annual return | 70.62% | 148.43%-77.8pp | 122.11%-51.5pp | 478.89%-408.3pp |
| Employer contribution / active EE | $1,003 | $5,874-82.9% | $5,168-80.6% | $4,840-79.3% |
| Participant deferral / active EE | $4,085 | $6,357-35.7% | $5,569-26.6% | $6,343-35.6% |
| Admin fee / account holder | $20 | $19,820-99.9% | $16,245-99.9% | $12,316-99.8% |