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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 | $4,987 | $108,882-95.4% | $96,754-94.8% | $154,746-96.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 21.89% | 98.39%-76.5pp | 82.04%-60.1pp | 172.34%-150.4pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,200 | $5,323-77.5% | $4,758-74.8% | $6,730-82.2% |
| Admin fee / account holder | $35 | $10,200-99.7% | $8,905-99.6% | $14,365-99.8% |