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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 | $129,737-98.8% | $119,126-98.7% | $154,746-99.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 23.43% | 379.08%-355.7pp | 282.11%-258.7pp | 172.34%-148.9pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,173 | $5,842-62.8% | $5,318-59.1% | $6,730-67.7% |
| Admin fee / account holder | $14 | $11,961-99.9% | $10,693-99.9% | $14,365-99.9% |