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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 | $3,859 | $202,440-98.1% | $169,390-97.7% | $139,466-97.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 18.46% | 532.36%-513.9pp | 406.07%-387.6pp | 373.66%-355.2pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,328 | $6,940-80.9% | $6,222-78.7% | $6,712-80.2% |
| Admin fee / account holder | $34 | $10,722-99.7% | $9,015-99.6% | $11,409-99.7% |