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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 | $4,251 | $77,157-94.5% | $108,405-96.1% | $85,847-95.0% |
| Participation rate | 94.6% | 74.7%+19.9pp | 80.1%+14.5pp | 69.3%+25.3pp |
| Annual return | 34.48% | 44.55%-10.1pp | 905.55%-871.1pp | 318.61%-284.1pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,132 | $5,567-43.7% | $6,563-52.3% | $3,952-20.8% |
| Admin fee / account holder | $230 | $5,174-95.6% | $7,297-96.8% | $6,261-96.3% |