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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 | $1,817 | $109,905-98.3% | $98,506-98.2% | $167,553-98.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.66% | 1960.20%-1947.5pp | 1494.92%-1482.3pp | 478.89%-466.2pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $936 | $4,674-80.0% | $4,277-78.1% | $6,343-85.2% |
| Admin fee / account holder | $13 | $6,760-99.8% | $5,955-99.8% | $12,316-99.9% |