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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 | $1,530 | $134,817-98.9% | $123,973-98.8% | $155,188-99.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 23.43% | 515.49%-492.1pp | 388.13%-364.7pp | 148.84%-125.4pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,173 | $5,706-61.9% | $5,247-58.6% | $6,531-66.7% |
| Admin fee / account holder | $14 | $13,245-99.9% | $11,799-99.9% | $14,480-99.9% |