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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 | $12,331 | $97,729-87.4% | $83,830-85.3% | $135,379-90.9% |
| Participation rate | 91.7% | 80.0%+11.7pp | 76.1%+15.5pp | 82.6%+9.0pp |
| Annual return | 452.01% | 1287.52%-835.5pp | 850.97%-399.0pp | 519.79%-67.8pp |
| Employer contribution / active EE | $561 | $4,222-86.7% | $3,631-84.6% | $4,779-88.3% |
| Participant deferral / active EE | $2,520 | $4,683-46.2% | $4,082-38.3% | $5,609-55.1% |
| Admin fee / account holder | $14 | $6,674-99.8% | $5,479-99.7% | $10,828-99.9% |