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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 | $4,538 | $125,778-96.4% | $114,563-96.0% | $154,746-97.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 19.89% | 295.14%-275.3pp | 241.09%-221.2pp | 172.34%-152.5pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,590 | $4,445-64.2% | $4,142-61.6% | $6,730-76.4% |
| Admin fee / account holder | $24 | $8,190-99.7% | $7,623-99.7% | $14,365-99.8% |