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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 | $953 | $27,943-96.6% | $58,507-98.4% | $75,177-98.7% |
| Participation rate | 90.7% | 38.8%+51.9pp | 50.9%+39.8pp | 67.2%+23.5pp |
| Annual return | 19.65% | 44.22%-24.6pp | 4252.32%-4232.7pp | 160.75%-141.1pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $483 | $1,202-59.8% | $1,922-74.9% | $4,126-88.3% |
| Admin fee / account holder | $44 | $1,727-97.5% | $2,486-98.2% | $5,651-99.2% |