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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 | $5,429 | $202,342-97.3% | $172,753-96.9% | $152,909-96.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.06% | 1029.88%-1015.8pp | 803.00%-788.9pp | 345.46%-331.4pp |
| Employer contribution / active EE | $824 | $5,857-85.9% | $5,144-84.0% | $4,764-82.7% |
| Participant deferral / active EE | $3,572 | $5,948-39.9% | $5,198-31.3% | $5,851-39.0% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |