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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 | $7,066 | $104,953-93.3% | $84,637-91.7% | $152,909-95.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 28.13% | 373.94%-345.8pp | 258.82%-230.7pp | 345.46%-317.3pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,633 | $4,691-22.5% | $3,900-6.8% | $5,851-37.9% |
| Admin fee / account holder | $174 | $6,244-97.2% | $4,914-96.5% | $11,601-98.5% |