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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 | $764 | $149,040-99.5% | $120,225-99.4% | $137,256-99.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 34.81% | 605.68%-570.9pp | 439.23%-404.4pp | 220.34%-185.5pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $623 | $4,655-86.6% | $3,999-84.4% | $6,407-90.3% |
| Admin fee / account holder | $11 | $6,348-99.8% | $5,696-99.8% | $12,270-99.9% |