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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 | $1,249 | $90,691-98.6% | $76,119-98.4% | $145,884-99.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.19% | 624.52%-610.3pp | 361.25%-347.1pp | 551.85%-537.7pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,017 | $5,167-61.0% | $4,259-52.7% | $6,690-69.9% |
| Admin fee / account holder | $231 | $8,383-97.2% | $6,421-96.4% | $13,392-98.3% |