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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 | $2,604 | $102,638-97.5% | $81,991-96.8% | $158,966-98.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 38.47% | 61.05%-22.6pp | 41.31%-2.8pp | 302.95%-264.5pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,292 | $4,649-72.2% | $3,722-65.3% | $5,983-78.4% |
| Admin fee / account holder | $8 | $8,237-99.9% | $5,665-99.9% | $11,250-99.9% |