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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 | $18,986 | $202,342-90.6% | $172,753-89.0% | $152,909-87.6% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 28.50% | 1029.88%-1001.4pp | 803.00%-774.5pp | 345.46%-317.0pp |
| Employer contribution / active EE | $509 | $5,857-91.3% | $5,144-90.1% | $4,764-89.3% |
| Participant deferral / active EE | $4,280 | $5,948-28.1% | $5,198-17.7% | $5,851-26.9% |
| Admin fee / account holder | $78 | $17,112-99.5% | $13,956-99.4% | $11,601-99.3% |