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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 | $27,887 | $198,462-85.9% | $170,439-83.6% | $147,585-81.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.22% | 257.30%-239.1pp | 205.94%-187.7pp | 578.58%-560.4pp |
| Employer contribution / active EE | $1,072 | $6,184-82.7% | $5,433-80.3% | $4,876-78.0% |
| Participant deferral / active EE | $7,632 | $5,629+35.6% | $4,939+54.5% | $5,439+40.3% |
| Admin fee / account holder | $220 | $16,852-98.7% | $13,881-98.4% | $10,886-98.0% |