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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 | $512 | $81,749-99.4% | $58,544-99.1% | $139,456-99.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 9.48% | 7425.45%-7416.0pp | 4249.56%-4240.1pp | 373.45%-364.0pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $814 | $2,555-68.1% | $1,923-57.7% | $6,711-87.9% |
| Admin fee / account holder | $196 | $3,272-94.0% | $2,520-92.2% | $11,407-98.3% |