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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 | $4,435 | $202,342-97.8% | $172,753-97.4% | $152,909-97.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 375.94% | 1029.88%-653.9pp | 803.00%-427.1pp | 345.46%+30.5pp |
| Employer contribution / active EE | $1,091 | $5,857-81.4% | $5,144-78.8% | $4,764-77.1% |
| Participant deferral / active EE | $3,471 | $5,948-41.6% | $5,198-33.2% | $5,851-40.7% |
| Admin fee / account holder | $26 | $17,112-99.8% | $13,956-99.8% | $11,601-99.8% |