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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 | $4,874 | $118,877-95.9% | $96,570-95.0% | $167,536-97.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 53.00% | 50.50%+2.5pp | 37.79%+15.2pp | 478.82%-425.8pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,026 | $4,617-12.8% | $3,849+4.6% | $6,342-36.5% |
| Admin fee / account holder | $7 | $8,069-99.9% | $6,182-99.9% | $12,315-99.9% |