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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 | $4,004 | $65,440-93.9% | $98,506-95.9% | $85,851-95.3% |
| Participation rate | 87.9% | 65.0%+22.9pp | 73.3%+14.5pp | 69.3%+18.6pp |
| Annual return | 53.66% | 21.75%+31.9pp | 1494.92%-1441.3pp | 318.63%-265.0pp |
| Employer contribution / active EE | $2 | $2,169-99.9% | $2,961-99.9% | $2,565-99.9% |
| Participant deferral / active EE | $2,474 | $3,168-21.9% | $4,277-42.1% | $3,952-37.4% |
| Admin fee / account holder | $203 | $4,596-95.6% | $5,955-96.6% | $6,261-96.8% |