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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 | $27,870 | $183,988-84.9% | $162,177-82.8% | $152,897-81.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 19.66% | 150.79%-131.1pp | 115.60%-95.9pp | 345.43%-325.8pp |
| Employer contribution / active EE | $50 | $6,370-99.2% | $5,613-99.1% | $4,764-99.0% |
| Participant deferral / active EE | $9,614 | $8,032+19.7% | $7,297+31.8% | $5,851+64.3% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |