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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 | $8,330 | $73,518-88.7% | $63,005-86.8% | $147,585-94.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.27% | 175.46%-159.2pp | 87.59%-71.3pp | 578.58%-562.3pp |
| Employer contribution / active EE | $293 | $3,322-91.2% | $2,760-89.4% | $4,876-94.0% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $60 | $5,952-99.0% | $3,599-98.3% | $10,886-99.4% |