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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 | $11,250 | $217,427-94.8% | $185,837-93.9% | $167,518-93.3% |
| Participation rate | 93.3% | 86.0%+7.3pp | 81.7%+11.6pp | 82.1%+11.2pp |
| Annual return | 1176.87% | 148.39%+1028.5pp | 122.08%+1054.8pp | 478.71%+698.2pp |
| Employer contribution / active EE | $921 | $5,874-84.3% | $5,168-82.2% | $4,838-81.0% |
| Participant deferral / active EE | $3,062 | $6,357-51.8% | $5,568-45.0% | $6,342-51.7% |
| Admin fee / account holder | $7 | $19,816-100.0% | $16,241-100.0% | $12,312-99.9% |