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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 | $4,460 | $109,908-95.9% | $97,161-95.4% | $145,978-96.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 27.58% | 243.80%-216.2pp | 75.36%-47.8pp | 550.52%-522.9pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,599 | $4,679-23.1% | $4,265-15.6% | $6,690-46.2% |
| Admin fee / account holder | $2 | $6,213-100.0% | $5,647-100.0% | $13,400-100.0% |