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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 | $1,324 | $100,911-98.7% | $90,440-98.5% | $158,966-99.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.59% | 1726.62%-1719.0pp | 1294.38%-1286.8pp | 302.95%-295.4pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,040 | $4,348-76.1% | $3,964-73.8% | $5,983-82.6% |
| Admin fee / account holder | $54 | $6,507-99.2% | $5,615-99.0% | $11,250-99.5% |