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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 | $4,870 | $176,105-97.2% | $159,474-96.9% | $167,536-97.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.00% | 331.91%-315.9pp | 263.68%-247.7pp | 478.82%-462.8pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,024 | $7,751-61.0% | $7,353-58.9% | $6,342-52.3% |
| Admin fee / account holder | $145 | $12,559-98.8% | $10,802-98.7% | $12,315-98.8% |