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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 | $6,233 | $289,211-97.8% | $260,467-97.6% | $198,609-96.9% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 19.79% | 112.90%-93.1pp | 100.60%-80.8pp | 202.70%-182.9pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,651 | $6,812-61.1% | $6,319-58.0% | $6,977-62.0% |
| Admin fee / account holder | $200 | $16,236-98.8% | $15,461-98.7% | $19,030-99.0% |