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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 | $581 | $95,580-99.4% | $76,872-99.2% | $139,466-99.6% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.02% | 55.00%-38.0pp | 37.90%-20.9pp | 373.66%-356.6pp |
| Employer contribution / active EE | $91 | $3,145-97.1% | $2,533-96.4% | $4,754-98.1% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $3,832-100.0% | $6,712-100.0% |
| Admin fee / account holder | $121 | $8,302-98.5% | $5,476-97.8% | $11,409-98.9% |