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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 | $1,162 | $149,040-99.2% | $120,225-99.0% | $137,256-99.2% |
| Participation rate | 73.7% | 75.4%-1.7pp | 69.6%+4.1pp | 80.0%-6.3pp |
| Annual return | 34.43% | 605.68%-571.3pp | 439.23%-404.8pp | 220.34%-185.9pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $612 | $4,655-86.9% | $3,999-84.7% | $6,407-90.4% |
| Admin fee / account holder | $62 | $6,348-99.0% | $5,696-98.9% | $12,270-99.5% |