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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 | $7,731 | $127,790-94.0% | $106,554-92.7% | $167,553-95.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 13.52% | 33.88%-20.4pp | 26.80%-13.3pp | 478.89%-465.4pp |
| Employer contribution / active EE | $510 | $3,427-85.1% | $2,819-81.9% | $4,840-89.5% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,398-100.0% | $6,343-100.0% |
| Admin fee / account holder | $66 | $11,231-99.4% | $7,408-99.1% | $12,316-99.5% |