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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 | $3,963 | $102,595-96.1% | $94,057-95.8% | $154,746-97.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 17.13% | 583.42%-566.3pp | 480.62%-463.5pp | 172.34%-155.2pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,256 | $5,118-16.9% | $4,709-9.6% | $6,730-36.8% |
| Admin fee / account holder | $190 | $7,736-97.5% | $7,244-97.4% | $14,365-98.7% |