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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 | $81,704 | $237,979-65.7% | $214,658-61.9% | $483,350-83.1% |
| Participation rate | 100.0% | 91.3%+8.7pp | 86.8%+13.2pp | 89.0%+11.0pp |
| Annual return | 73.70% | -2.94%+76.6pp | -2.43%+76.1pp | 533.38%-459.7pp |
| Employer contribution / active EE | $889 | $3,916-77.3% | $3,823-76.7% | $9,034-90.2% |
| Participant deferral / active EE | $0 | $5,400-100.0% | $5,031-100.0% | $6,196-100.0% |
| Admin fee / account holder | $0 | $24,436-100.0% | $22,635-100.0% | $41,445-100.0% |