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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 | $2,377 | $124,346-98.1% | $111,308-97.9% | $167,536-98.6% |
| Participation rate | 94.4% | 79.6%+14.8pp | 77.3%+17.1pp | 82.1%+12.3pp |
| Annual return | 221.85% | 37.45%+184.4pp | 54.67%+167.2pp | 478.82%-257.0pp |
| Employer contribution / active EE | $193 | $3,437-94.4% | $2,732-92.9% | $4,839-96.0% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $109 | $10,621-99.0% | $7,965-98.6% | $12,315-99.1% |