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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 | $6,891 | $65,423-89.5% | $98,477-93.0% | $85,856-92.0% |
| Participation rate | 96.8% | 65.0%+31.8pp | 73.3%+23.4pp | 69.3%+27.5pp |
| Annual return | 13.94% | 21.76%-7.8pp | 1493.59%-1479.6pp | 318.58%-304.6pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,455 | $3,167-54.1% | $4,276-66.0% | $3,952-63.2% |
| Admin fee / account holder | $30 | $4,594-99.3% | $5,951-99.5% | $6,261-99.5% |