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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 | $2,406 | $180,749-98.7% | $160,784-98.5% | $137,256-98.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 26.44% | 2234.46%-2208.0pp | 1803.92%-1777.5pp | 220.34%-193.9pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,087 | $6,844-54.9% | $6,293-50.9% | $6,407-51.8% |
| Admin fee / account holder | $25 | $10,397-99.8% | $9,717-99.7% | $12,270-99.8% |