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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 | $2,618 | $88,815-97.1% | $81,882-96.8% | $145,897-98.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.72% | 1033.75%-1022.0pp | 779.47%-767.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,587 | $4,647-65.9% | $4,323-63.3% | $6,689-76.3% |
| Admin fee / account holder | $22 | $8,434-99.7% | $7,360-99.7% | $13,390-99.8% |