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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 | $3,466 | $198,457-98.3% | $170,435-98.0% | $147,586-97.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.81% | 257.30%-246.5pp | 205.94%-195.1pp | 578.59%-567.8pp |
| Employer contribution / active EE | $1,157 | $6,183-81.3% | $5,432-78.7% | $4,876-76.3% |
| Participant deferral / active EE | $2,346 | $5,629-58.3% | $4,939-52.5% | $5,439-56.9% |
| Admin fee / account holder | $80 | $16,852-99.5% | $13,881-99.4% | $10,886-99.3% |