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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 | $3,031 | $90,530-96.7% | $76,030-96.0% | $145,897-97.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.29% | 625.08%-615.8pp | 361.54%-352.2pp | 552.29%-543.0pp |
| Employer contribution / active EE | $41 | $3,319-98.8% | $2,688-98.5% | $4,663-99.1% |
| Participant deferral / active EE | $1,437 | $5,164-72.2% | $4,257-66.2% | $6,689-78.5% |
| Admin fee / account holder | $53 | $8,383-99.4% | $6,421-99.2% | $13,390-99.6% |