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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 | $1,559 | $60,119-97.4% | $90,430-98.3% | $79,858-98.0% |
| Participation rate | 79.4% | 65.0%+14.4pp | 72.7%+6.7pp | 69.6%+9.8pp |
| Annual return | 67.79% | 71.94%-4.1pp | 1293.73%-1225.9pp | 31.72%+36.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,050 | $2,938-64.3% | $3,963-73.5% | $3,740-71.9% |
| Admin fee / account holder | $7 | $3,976-99.8% | $5,613-99.9% | $5,306-99.9% |