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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 | $5,553 | $102,663-94.6% | $86,216-93.6% | $139,466-96.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 18.95% | 1924.52%-1905.6pp | 1169.42%-1150.5pp | 373.66%-354.7pp |
| Employer contribution / active EE | $457 | $3,035-85.0% | $2,382-80.8% | $4,754-90.4% |
| Participant deferral / active EE | $3,497 | $4,677-25.2% | $3,986-12.3% | $6,712-47.9% |
| Admin fee / account holder | $63 | $8,663-99.3% | $6,853-99.1% | $11,409-99.5% |