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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 | $21,602 | $202,342-89.3% | $172,752-87.5% | $152,897-85.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.88% | 1029.83%-1004.9pp | 802.97%-778.1pp | 345.43%-320.5pp |
| Employer contribution / active EE | $1,159 | $5,858-80.2% | $5,144-77.5% | $4,764-75.7% |
| Participant deferral / active EE | $12,785 | $5,948+114.9% | $5,198+146.0% | $5,851+118.5% |
| Admin fee / account holder | $191 | $17,111-98.9% | $13,955-98.6% | $11,599-98.4% |