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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 | $27,799 | $171,867-83.8% | $149,721-81.4% | $147,586-81.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 23.43% | 2113.36%-2089.9pp | 1501.67%-1478.2pp | 578.59%-555.2pp |
| Employer contribution / active EE | $374 | $6,275-94.0% | $5,444-93.1% | $4,876-92.3% |
| Participant deferral / active EE | $9,600 | $7,270+32.0% | $6,568+46.2% | $5,439+76.5% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |