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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 | $6,903 | $202,342-96.6% | $172,752-96.0% | $152,897-95.5% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.5%-11.0pp |
| Annual return | 34.84% | 1029.83%-995.0pp | 802.97%-768.1pp | 345.43%-310.6pp |
| Employer contribution / active EE | $1,185 | $5,858-79.8% | $5,144-77.0% | $4,764-75.1% |
| Participant deferral / active EE | $2,148 | $5,948-63.9% | $5,198-58.7% | $5,851-63.3% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |