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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 | $6,415 | $104,937-93.9% | $84,628-92.4% | $152,897-95.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 22.76% | 373.88%-351.1pp | 258.80%-236.0pp | 345.43%-322.7pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,441 | $4,690-69.3% | $3,900-63.1% | $5,851-75.4% |
| Admin fee / account holder | $107 | $6,243-98.3% | $4,914-97.8% | $11,599-99.1% |