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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 | $202,326-97.3% | $172,745-96.9% | $152,870-96.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.06% | 1029.72%-1015.7pp | 802.90%-788.8pp | 345.34%-331.3pp |
| Employer contribution / active EE | $824 | $5,858-85.9% | $5,144-84.0% | $4,763-82.7% |
| Participant deferral / active EE | $3,572 | $5,948-39.9% | $5,197-31.3% | $5,850-38.9% |
| Admin fee / account holder | $0 | $17,110-100.0% | $13,954-100.0% | $11,597-100.0% |