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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 | $11,598 | $112,915-89.7% | $90,965-87.2% | $158,950-92.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.79% | 215.75%-198.0pp | 134.57%-116.8pp | 302.91%-285.1pp |
| Employer contribution / active EE | $88 | $2,894-96.9% | $2,122-95.8% | $4,762-98.1% |
| Participant deferral / active EE | $1,476 | $4,128-64.3% | $3,373-56.3% | $5,983-75.3% |
| Admin fee / account holder | $13 | $8,044-99.8% | $5,960-99.8% | $11,248-99.9% |