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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 | $8,856 | $100,895-91.2% | $90,430-90.2% | $158,950-94.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.57% | 1725.54%-1705.0pp | 1293.73%-1273.2pp | 302.91%-282.3pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,549 | $4,347-64.4% | $3,963-60.9% | $5,983-74.1% |
| Admin fee / account holder | $37 | $6,505-99.4% | $5,613-99.3% | $11,248-99.7% |