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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 | $1,806 | $100,911-98.2% | $90,440-98.0% | $158,966-98.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.28% | 1726.62%-1710.3pp | 1294.38%-1278.1pp | 302.95%-286.7pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,723 | $4,348-60.4% | $3,964-56.5% | $5,983-71.2% |
| Admin fee / account holder | $244 | $6,507-96.3% | $5,615-95.7% | $11,250-97.8% |