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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 | $9,286 | $66,124-86.0% | $90,461-89.7% | $73,497-87.4% |
| Participation rate | 92.1% | 69.7%+22.5pp | 72.7%+19.5pp | 70.7%+21.5pp |
| Annual return | 83.84% | 17.65%+66.2pp | 1294.76%-1210.9pp | 28.51%+55.3pp |
| Employer contribution / active EE | $50 | $2,346-97.9% | $3,264-98.5% | $2,270-97.8% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $396-100.0% | $5,617-100.0% | $513-100.0% |