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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 | $15,952 | $202,345-92.1% | $172,755-90.8% | $152,885-89.6% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 25.52% | 1029.77%-1004.3pp | 802.94%-777.4pp | 345.39%-319.9pp |
| Employer contribution / active EE | $808 | $5,858-86.2% | $5,144-84.3% | $4,763-83.0% |
| Participant deferral / active EE | $2,554 | $5,948-57.1% | $5,198-50.9% | $5,851-56.4% |
| Admin fee / account holder | $86 | $17,111-99.5% | $13,955-99.4% | $11,598-99.3% |