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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 | $11,830 | $152,612-92.2% | $125,192-90.6% | $152,897-92.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 71.49% | 54.85%+16.6pp | 43.79%+27.7pp | 345.43%-273.9pp |
| Employer contribution / active EE | $318 | $4,947-93.6% | $3,866-91.8% | $4,764-93.3% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $164 | $13,437-98.8% | $9,704-98.3% | $11,599-98.6% |