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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 | $679 | $149,040-99.5% | $120,225-99.4% | $137,256-99.5% |
| Participation rate | 88.2% | 75.4%+12.8pp | 69.6%+18.7pp | 80.0%+8.3pp |
| Annual return | 27.16% | 605.68%-578.5pp | 439.23%-412.1pp | 220.34%-193.2pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $664 | $4,655-85.7% | $3,999-83.4% | $6,407-89.6% |
| Admin fee / account holder | $3 | $6,348-100.0% | $5,696-99.9% | $12,270-100.0% |