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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 | $20,124 | $202,345-90.1% | $172,755-88.4% | $152,885-86.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.59% | 1029.77%-1006.2pp | 802.94%-779.4pp | 345.39%-321.8pp |
| Employer contribution / active EE | $805 | $5,858-86.3% | $5,144-84.3% | $4,763-83.1% |
| Participant deferral / active EE | $6,333 | $5,948+6.5% | $5,198+21.8% | $5,851+8.2% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |