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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 | $2,004 | $100,895-98.0% | $90,430-97.8% | $158,950-98.7% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.7%+19.0pp | 82.0%+9.7pp |
| Annual return | 28.74% | 1725.54%-1696.8pp | 1293.73%-1265.0pp | 302.91%-274.2pp |
| Employer contribution / active EE | $128 | $3,689-96.5% | $3,262-96.1% | $4,762-97.3% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $60 | $6,505-99.1% | $5,613-98.9% | $11,248-99.5% |