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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 | $7,130 | $202,342-96.5% | $172,753-95.9% | $152,909-95.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 272.63% | 1029.88%-757.2pp | 803.00%-530.4pp | 345.46%-72.8pp |
| Employer contribution / active EE | $1,166 | $5,857-80.1% | $5,144-77.3% | $4,764-75.5% |
| Participant deferral / active EE | $5,183 | $5,948-12.9% | $5,198-0.3% | $5,851-11.4% |
| Admin fee / account holder | $104 | $17,112-99.4% | $13,956-99.3% | $11,601-99.1% |