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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 | $4,268 | $49,177-91.3% | $79,467-94.6% | $64,173-93.3% |
| Participation rate | 92.1% | 65.0%+27.1pp | 73.3%+18.8pp | 69.6%+22.6pp |
| Annual return | 53.34% | -1.16%+54.5pp | 718.30%-665.0pp | 7.63%+45.7pp |
| Employer contribution / active EE | $56 | $2,076-97.3% | $2,800-98.0% | $2,381-97.6% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $48 | $3,839-98.8% | $5,104-99.1% | $4,887-99.0% |