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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 | $15,071 | $176,120-91.4% | $159,487-90.6% | $167,553-91.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.86% | 331.95%-315.1pp | 263.71%-246.8pp | 478.89%-462.0pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,072 | $7,752-47.5% | $7,354-44.6% | $6,343-35.8% |
| Admin fee / account holder | $9 | $12,561-99.9% | $10,804-99.9% | $12,316-99.9% |