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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 | $5,688 | $166,131-96.6% | $164,975-96.6% | $145,877-96.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.46% | 100.37%-86.9pp | 70.12%-56.7pp | 551.28%-537.8pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,977 | $6,962-57.2% | $6,033-50.7% | $6,691-55.5% |
| Admin fee / account holder | $43 | $16,648-99.7% | $12,688-99.7% | $13,402-99.7% |