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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 | $14,409 | $150,207-90.4% | $120,380-88.0% | $145,978-90.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.91% | 154.28%-142.4pp | 107.28%-95.4pp | 550.52%-538.6pp |
| Employer contribution / active EE | $2 | $4,351-100.0% | $3,465-99.9% | $4,662-100.0% |
| Participant deferral / active EE | $2,986 | $6,175-51.7% | $4,992-40.2% | $6,690-55.4% |
| Admin fee / account holder | $81 | $12,203-99.3% | $9,421-99.1% | $13,400-99.4% |