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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 | $2,112 | $103,038-98.0% | $90,324-97.7% | $152,909-98.6% |
| Participation rate | 73.3% | 75.9%-2.5pp | 73.3%+0.1pp | 82.5%-9.1pp |
| Annual return | 32.44% | 95.25%-62.8pp | 78.15%-45.7pp | 345.46%-313.0pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,590 | $4,282-62.9% | $3,885-59.1% | $5,851-72.8% |
| Admin fee / account holder | $129 | $6,177-97.9% | $5,356-97.6% | $11,601-98.9% |