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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 | $4,775 | $103,008-95.4% | $90,304-94.7% | $152,897-96.9% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.5%+7.5pp |
| Annual return | 33.38% | 95.22%-61.8pp | 78.13%-44.8pp | 345.43%-312.1pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,542 | $4,281-40.6% | $3,885-34.6% | $5,851-56.6% |
| Admin fee / account holder | $39 | $6,175-99.4% | $5,354-99.3% | $11,599-99.7% |