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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 | $4,179 | $175,231-97.6% | $149,696-97.2% | $139,466-97.0% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 1344.09% | 166.77%+1177.3pp | 134.46%+1209.6pp | 373.66%+970.4pp |
| Employer contribution / active EE | $29 | $5,478-99.5% | $4,821-99.4% | $4,754-99.4% |
| Participant deferral / active EE | $3,292 | $6,521-49.5% | $5,682-42.1% | $6,712-51.0% |
| Admin fee / account holder | $21 | $16,155-99.9% | $13,212-99.8% | $11,409-99.8% |