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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 | $1,844 | $49,199-96.3% | $121,204-98.5% | $75,173-97.5% |
| Participation rate | 84.6% | 55.4%+29.2pp | 69.5%+15.1pp | 67.2%+17.4pp |
| Annual return | 86.21% | 56.04%+30.2pp | 987.18%-901.0pp | 160.72%-74.5pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,222 | $2,630-53.6% | $4,083-70.1% | $4,126-70.4% |
| Admin fee / account holder | $164 | $3,946-95.9% | $5,651-97.1% | $5,651-97.1% |