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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 | $3,992 | $100,203-96.0% | $85,240-95.3% | $145,897-97.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.37% | 84.28%-71.9pp | 66.75%-54.4pp | 552.29%-539.9pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,537 | $5,299-71.0% | $4,527-66.1% | $6,689-77.0% |
| Admin fee / account holder | $38 | $7,265-99.5% | $6,165-99.4% | $13,390-99.7% |