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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 | $5,461 | $150,412-96.4% | $120,574-95.5% | $145,884-96.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.69% | 154.50%-143.8pp | 107.42%-96.7pp | 551.85%-541.2pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $3,471-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,896 | $6,175-69.3% | $4,996-62.1% | $6,690-71.7% |
| Admin fee / account holder | $291 | $12,224-97.6% | $9,445-96.9% | $13,392-97.8% |