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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 | $1,422 | $103,008-98.6% | $90,304-98.4% | $152,897-99.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 85.52% | 95.22%-9.7pp | 78.13%+7.4pp | 345.43%-259.9pp |
| Employer contribution / active EE | $139 | $3,139-95.6% | $2,855-95.1% | $4,764-97.1% |
| Participant deferral / active EE | $980 | $4,281-77.1% | $3,885-74.8% | $5,851-83.2% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |