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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 | $7,975 | $99,011-91.9% | $86,582-90.8% | $147,586-94.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.26% | 1312.75%-1300.5pp | 965.08%-952.8pp | 578.59%-566.3pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,637 | $3,972-58.8% | $3,609-54.6% | $5,439-69.9% |
| Admin fee / account holder | $256 | $5,709-95.5% | $4,904-94.8% | $10,886-97.6% |