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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 | $5,845 | $98,766-94.1% | $149,730-96.1% | $79,852-92.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 51.31% | 27.43%+23.9pp | 276.70%-225.4pp | 31.72%+19.6pp |
| Employer contribution / active EE | $397 | $3,217-87.7% | $4,645-91.5% | $2,471-83.9% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $212 | $6,052-96.5% | $9,310-97.7% | $5,306-96.0% |