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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 | $10,660 | $202,345-94.7% | $172,755-93.8% | $152,885-93.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 30.52% | 1029.77%-999.3pp | 802.94%-772.4pp | 345.39%-314.9pp |
| Employer contribution / active EE | $1,207 | $5,858-79.4% | $5,144-76.5% | $4,763-74.7% |
| Participant deferral / active EE | $5,351 | $5,948-10.0% | $5,198+3.0% | $5,851-8.5% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |