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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 | $7,312 | $112,131-93.5% | $95,964-92.4% | $158,982-95.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 43.30% | 171.19%-127.9pp | 91.64%-48.3pp | 302.99%-259.7pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,292 | $4,784-10.3% | $4,167+3.0% | $5,983-28.3% |
| Admin fee / account holder | $15 | $10,136-99.9% | $6,797-99.8% | $11,252-99.9% |