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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 | $2,481 | $88,778-97.2% | $81,844-97.0% | $145,884-98.3% |
| Participation rate | 84.6% | 75.1%+9.5pp | 72.4%+12.2pp | 80.3%+4.3pp |
| Annual return | 21.99% | 1033.03%-1011.0pp | 778.87%-756.9pp | 551.85%-529.9pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,309 | $4,648-50.3% | $4,323-46.6% | $6,690-65.5% |
| Admin fee / account holder | $46 | $8,430-99.5% | $7,355-99.4% | $13,392-99.7% |