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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 | $25,403 | $202,342-87.4% | $172,752-85.3% | $152,897-83.4% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 26.78% | 1029.83%-1003.0pp | 802.97%-776.2pp | 345.43%-318.6pp |
| Employer contribution / active EE | $505 | $5,858-91.4% | $5,144-90.2% | $4,764-89.4% |
| Participant deferral / active EE | $7,605 | $5,948+27.9% | $5,198+46.3% | $5,851+30.0% |
| Admin fee / account holder | $15 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |