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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 | $25,235 | $180,459-86.0% | $154,108-83.6% | $135,380-81.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.05% | 888.21%-895.3pp | 735.21%-742.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $1,000 | $6,035-83.4% | $5,298-81.1% | $4,779-79.1% |
| Participant deferral / active EE | $3,458 | $5,806-40.4% | $5,081-31.9% | $5,609-38.3% |
| Admin fee / account holder | $1 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |