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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 | $5,888 | $111,785-94.7% | $93,669-93.7% | $145,877-96.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.72% | 203.79%-186.1pp | 133.59%-115.9pp | 551.28%-533.6pp |
| Employer contribution / active EE | $311 | $3,096-89.9% | $2,424-87.2% | $4,663-93.3% |
| Participant deferral / active EE | $2,052 | $4,919-58.3% | $4,416-53.5% | $6,691-69.3% |
| Admin fee / account holder | $11 | $10,256-99.9% | $8,291-99.9% | $13,402-99.9% |