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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 | $6,537 | $109,872-94.1% | $98,483-93.4% | $167,536-96.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 20.78% | 1959.31%-1938.5pp | 1494.38%-1473.6pp | 478.82%-458.0pp |
| Employer contribution / active EE | $155 | $3,225-95.2% | $2,961-94.8% | $4,839-96.8% |
| Participant deferral / active EE | $1,688 | $4,673-63.9% | $4,276-60.5% | $6,342-73.4% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |