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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 | $17,460 | $198,461-91.2% | $170,436-89.8% | $147,585-88.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.43% | 257.30%-232.9pp | 205.94%-181.5pp | 578.57%-554.1pp |
| Employer contribution / active EE | $1,091 | $6,184-82.4% | $5,433-79.9% | $4,876-77.6% |
| Participant deferral / active EE | $7,468 | $5,629+32.7% | $4,939+51.2% | $5,439+37.3% |
| Admin fee / account holder | $8 | $16,852-100.0% | $13,880-99.9% | $10,885-99.9% |