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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 | $3,039 | $81,664-96.3% | $70,476-95.7% | $158,966-98.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 34.95% | 208.59%-173.6pp | 109.12%-74.2pp | 302.95%-268.0pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,070 | $4,556-54.6% | $3,710-44.2% | $5,983-65.4% |
| Admin fee / account holder | $60 | $6,197-99.0% | $3,847-98.4% | $11,250-99.5% |