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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 | $5,999 | $202,342-97.0% | $172,752-96.5% | $152,897-96.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 27.09% | 1029.83%-1002.7pp | 802.97%-775.9pp | 345.43%-318.3pp |
| Employer contribution / active EE | $890 | $5,858-84.8% | $5,144-82.7% | $4,764-81.3% |
| Participant deferral / active EE | $2,613 | $5,948-56.1% | $5,198-49.7% | $5,851-55.3% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |