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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 | $489 | $169,237-99.7% | $129,339-99.6% | $145,978-99.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 24.36% | 14364.43%-14340.1pp | 9437.05%-9412.7pp | 550.52%-526.2pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,154-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $615 | $4,991-87.7% | $4,170-85.3% | $6,690-90.8% |
| Admin fee / account holder | $11 | $9,882-99.9% | $7,668-99.9% | $13,400-99.9% |