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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 | $19,371 | $118,708-83.7% | $98,920-80.4% | $158,966-87.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 23.32% | 372.49%-349.2pp | 196.47%-173.2pp | 302.95%-279.6pp |
| Employer contribution / active EE | $283 | $3,334-91.5% | $2,689-89.5% | $4,762-94.1% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $233 | $10,134-97.7% | $6,643-96.5% | $11,250-97.9% |