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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 | $3,166 | $91,167-96.5% | $178,498-98.2% | $79,858-96.0% |
| Participation rate | 80.0% | 69.2%+10.8pp | 81.9%-1.9pp | 69.6%+10.4pp |
| Annual return | 47.27% | 24.19%+23.1pp | 151.09%-103.8pp | 31.72%+15.6pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,396 | $3,236-56.8% | $5,202-73.2% | $3,740-62.7% |
| Admin fee / account holder | $86 | $6,747-98.7% | $13,985-99.4% | $5,306-98.4% |