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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 | $1,948 | $90,691-97.9% | $76,119-97.4% | $145,884-98.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.99% | 624.52%-612.5pp | 361.25%-349.3pp | 551.85%-539.9pp |
| Employer contribution / active EE | $43 | $3,329-98.7% | $2,693-98.4% | $4,662-99.1% |
| Participant deferral / active EE | $1,870 | $5,167-63.8% | $4,259-56.1% | $6,690-72.1% |
| Admin fee / account holder | $32 | $8,383-99.6% | $6,421-99.5% | $13,392-99.8% |