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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 | $3,329 | $157,304-97.9% | $141,197-97.6% | $152,909-97.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 33.68% | 64.34%-30.7pp | 71.41%-37.7pp | 345.46%-311.8pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,536 | $7,111-64.3% | $6,710-62.2% | $5,851-56.7% |
| Admin fee / account holder | $9 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |