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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 | $28,724 | $224,072-87.2% | $220,428-87.0% | $254,173-88.7% |
| Participation rate | 100.0% | 49.1%+50.9pp | 43.5%+56.5pp | 43.0%+57.0pp |
| Annual return | 75.76% | 99.74%-24.0pp | 90.61%-14.9pp | 259.17%-183.4pp |
| Employer contribution / active EE | $3,217 | $35,080-90.8% | $32,730-90.2% | $41,471-92.2% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $259 | $13,610-98.1% | $12,805-98.0% | $21,502-98.8% |