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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 | $13,650 | $227,566-94.0% | $189,558-92.8% | $167,518-91.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 14.29% | 78.43%-64.1pp | 64.19%-49.9pp | 478.71%-464.4pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,371 | $7,002-66.1% | $6,174-61.6% | $6,342-62.6% |
| Admin fee / account holder | $20 | $11,881-99.8% | $9,809-99.8% | $12,312-99.8% |