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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 | $10,016 | $176,105-94.3% | $159,474-93.7% | $167,536-94.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 62.98% | 331.91%-268.9pp | 263.68%-200.7pp | 478.82%-415.8pp |
| Employer contribution / active EE | $925 | $5,299-82.5% | $4,831-80.9% | $4,839-80.9% |
| Participant deferral / active EE | $8,384 | $7,751+8.2% | $7,353+14.0% | $6,342+32.2% |
| Admin fee / account holder | $4 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |