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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 | $1,678 | $227,399-99.3% | $189,758-99.1% | $198,609-99.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.88% | 61.03%-38.1pp | 52.62%-29.7pp | 202.70%-179.8pp |
| Employer contribution / active EE | $1,090 | $5,526-80.3% | $4,767-77.1% | $5,055-78.4% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $40 | $25,162-99.8% | $20,388-99.8% | $19,030-99.8% |