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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 | $1,657 | $60,119-97.2% | $90,430-98.2% | $79,858-97.9% |
| Participation rate | 72.4% | 65.0%+7.4pp | 72.7%-0.3pp | 69.6%+2.8pp |
| Annual return | 188.76% | 71.94%+116.8pp | 1293.73%-1105.0pp | 31.72%+157.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,178 | $2,938-59.9% | $3,963-70.3% | $3,740-68.5% |
| Admin fee / account holder | $86 | $3,976-97.8% | $5,613-98.5% | $5,306-98.4% |