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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 | $5,371 | $61,125-91.2% | $94,057-94.3% | $87,485-93.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 18.57% | 35.20%-16.6pp | 480.62%-462.0pp | 26.06%-7.5pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,553 | $3,260-52.4% | $4,709-67.0% | $4,274-63.7% |
| Admin fee / account holder | $25 | $5,629-99.6% | $7,244-99.7% | $7,775-99.7% |