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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 | $10,068 | $149,778-93.3% | $118,946-91.5% | $158,966-93.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 0.00% | 19.95%-19.9pp | 35.89%-35.9pp | 302.95%-302.9pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,000 | $5,225+91.4% | $4,266+134.4% | $5,983+67.1% |
| Admin fee / account holder | $17 | $8,604-99.8% | $6,581-99.7% | $11,250-99.9% |