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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 | $20,111 | $78,682-74.4% | $109,188-81.6% | $85,851-76.6% |
| Participation rate | 90.7% | 68.3%+22.4pp | 75.9%+14.8pp | 69.3%+21.4pp |
| Annual return | 199.09% | 25.09%+174.0pp | 25.76%+173.3pp | 318.63%-119.5pp |
| Employer contribution / active EE | $20 | $2,734-99.3% | $3,723-99.5% | $2,565-99.2% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $15 | $5,470-99.7% | $6,755-99.8% | $6,261-99.8% |