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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 | $10,020 | $202,342-95.0% | $172,753-94.2% | $152,909-93.4% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 40.40% | 1029.88%-989.5pp | 803.00%-762.6pp | 345.46%-305.1pp |
| Employer contribution / active EE | $764 | $5,857-87.0% | $5,144-85.1% | $4,764-84.0% |
| Participant deferral / active EE | $2,726 | $5,948-54.2% | $5,198-47.6% | $5,851-53.4% |
| Admin fee / account holder | $60 | $17,112-99.7% | $13,956-99.6% | $11,601-99.5% |