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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 | $1,289 | $111,830-98.8% | $93,696-98.6% | $145,884-99.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.58% | 204.08%-191.5pp | 133.74%-121.2pp | 551.85%-539.3pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,336 | $4,920-72.8% | $4,417-69.8% | $6,690-80.0% |
| Admin fee / account holder | $98 | $10,249-99.0% | $8,287-98.8% | $13,392-99.3% |