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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 | $3,296 | $63,346-94.8% | $92,240-96.4% | $70,126-95.3% |
| Participation rate | 96.3% | 68.7%+27.6pp | 76.5%+19.8pp | 69.5%+26.8pp |
| Annual return | 31.87% | 530.19%-498.3pp | 176.29%-144.4pp | 73.15%-41.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,060 | $2,854-27.8% | $3,897-47.1% | $3,332-38.2% |
| Admin fee / account holder | $32 | $3,841-99.2% | $5,194-99.4% | $4,645-99.3% |