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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 | $29,212 | $227,291-87.1% | $214,702-86.4% | $155,188-81.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 290.39% | 60.08%+230.3pp | 54.55%+235.8pp | 148.84%+141.6pp |
| Employer contribution / active EE | $600 | $6,772-91.1% | $6,461-90.7% | $4,248-85.9% |
| Participant deferral / active EE | $3,458 | $9,582-63.9% | $9,147-62.2% | $6,531-47.1% |
| Admin fee / account holder | $205 | $20,413-99.0% | $19,830-99.0% | $14,480-98.6% |