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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 | $4,275 | $234,190-98.2% | $180,320-97.6% | $198,609-97.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 17.42% | 1057.44%-1040.0pp | 778.54%-761.1pp | 202.70%-185.3pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,264 | $4,988-54.6% | $4,304-47.4% | $6,977-67.6% |
| Admin fee / account holder | $179 | $12,558-98.6% | $10,000-98.2% | $19,030-99.1% |