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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 | $3,979 | $103,008-96.1% | $90,304-95.6% | $152,897-97.4% |
| Participation rate | 88.2% | 75.9%+12.4pp | 73.3%+15.0pp | 82.5%+5.8pp |
| Annual return | 25.66% | 95.22%-69.6pp | 78.13%-52.5pp | 345.43%-319.8pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,101 | $4,281-27.6% | $3,885-20.2% | $5,851-47.0% |
| Admin fee / account holder | $197 | $6,175-96.8% | $5,354-96.3% | $11,599-98.3% |