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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 | $4,747 | $121,701-96.1% | $104,639-95.5% | $158,982-97.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 14.63% | 465.72%-451.1pp | 340.67%-326.0pp | 302.99%-288.4pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,074 | $4,176-50.3% | $3,738-44.5% | $5,983-65.3% |
| Admin fee / account holder | $258 | $7,778-96.7% | $6,465-96.0% | $11,252-97.7% |