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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 | $4,530 | $96,136-95.3% | $135,987-96.7% | $80,925-94.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.4%+23.6pp | 67.7%+32.3pp |
| Annual return | 24.51% | 28.70%-4.2pp | 580.01%-555.5pp | 35.65%-11.1pp |
| Employer contribution / active EE | $507 | $3,350-84.9% | $4,214-88.0% | $2,756-81.6% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $7,027-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $8,236-100.0% | $6,716-100.0% | $6,940-100.0% |