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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 | $2,585 | $103,008-97.5% | $90,304-97.1% | $152,897-98.3% |
| Participation rate | 84.2% | 75.9%+8.3pp | 73.3%+10.9pp | 82.5%+1.8pp |
| Annual return | 67.97% | 95.22%-27.3pp | 78.13%-10.2pp | 345.43%-277.5pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,772 | $4,281-58.6% | $3,885-54.4% | $5,851-69.7% |
| Admin fee / account holder | $13 | $6,175-99.8% | $5,354-99.8% | $11,599-99.9% |