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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 | $573 | $70,366-99.2% | $66,674-99.1% | $138,895-99.6% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.7%+17.2pp | 79.9%+11.0pp |
| Annual return | 50.21% | 386.41%-336.2pp | 321.24%-271.0pp | 145.39%-95.2pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $717 | $4,374-83.6% | $4,084-82.4% | $6,396-88.8% |
| Admin fee / account holder | $200 | $5,262-96.2% | $5,098-96.1% | $12,562-98.4% |