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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 | $22,442 | $202,342-88.9% | $172,753-87.0% | $152,909-85.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.28% | 1029.88%-1008.6pp | 803.00%-781.7pp | 345.46%-324.2pp |
| Employer contribution / active EE | $736 | $5,857-87.4% | $5,144-85.7% | $4,764-84.6% |
| Participant deferral / active EE | $6,863 | $5,948+15.4% | $5,198+32.0% | $5,851+17.3% |
| Admin fee / account holder | $4 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |