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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 | $3,890 | $232,540-98.3% | $185,117-97.9% | $147,586-97.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 11.58% | 43.03%-31.5pp | 40.50%-28.9pp | 578.59%-567.0pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,506 | $5,834-74.2% | $5,045-70.2% | $5,439-72.3% |
| Admin fee / account holder | $10 | $10,275-99.9% | $8,159-99.9% | $10,886-99.9% |