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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 | $5,691 | $95,580-94.0% | $76,872-92.6% | $139,466-95.9% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.77% | 55.00%-40.2pp | 37.90%-23.1pp | 373.66%-358.9pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,533-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,272 | $4,623-50.9% | $3,832-40.7% | $6,712-66.2% |
| Admin fee / account holder | $211 | $8,302-97.5% | $5,476-96.1% | $11,409-98.2% |