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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 | $1,320 | $169,237-99.2% | $129,339-99.0% | $145,978-99.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.22% | 14364.43%-14349.2pp | 9437.05%-9421.8pp | 550.52%-535.3pp |
| Employer contribution / active EE | $18 | $5,540-99.7% | $4,154-99.6% | $4,662-99.6% |
| Participant deferral / active EE | $1,537 | $4,991-69.2% | $4,170-63.1% | $6,690-77.0% |
| Admin fee / account holder | $21 | $9,882-99.8% | $7,668-99.7% | $13,400-99.8% |