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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 | $1,557 | $103,038-98.5% | $90,324-98.3% | $152,909-99.0% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.5%+7.5pp |
| Annual return | 38.64% | 95.25%-56.6pp | 78.15%-39.5pp | 345.46%-306.8pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $838 | $4,282-80.4% | $3,885-78.4% | $5,851-85.7% |
| Admin fee / account holder | $185 | $6,177-97.0% | $5,356-96.5% | $11,601-98.4% |