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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 | $20,004 | $209,847-90.5% | $189,520-89.4% | $167,518-88.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 25.97% | 748.45%-722.5pp | 555.25%-529.3pp | 478.71%-452.7pp |
| Employer contribution / active EE | $1,213 | $6,913-82.4% | $6,161-80.3% | $4,838-74.9% |
| Participant deferral / active EE | $3,532 | $8,934-60.5% | $8,220-57.0% | $6,342-44.3% |
| Admin fee / account holder | $9 | $14,295-99.9% | $12,046-99.9% | $12,312-99.9% |