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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 | $27,971 | $202,342-86.2% | $172,753-83.8% | $152,909-81.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.24% | 1029.88%-1007.6pp | 803.00%-780.8pp | 345.46%-323.2pp |
| Employer contribution / active EE | $699 | $5,857-88.1% | $5,144-86.4% | $4,764-85.3% |
| Participant deferral / active EE | $7,486 | $5,948+25.9% | $5,198+44.0% | $5,851+27.9% |
| Admin fee / account holder | $198 | $17,112-98.8% | $13,956-98.6% | $11,601-98.3% |