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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 | $9,291 | $48,570-80.9% | $130,660-92.9% | $72,976-87.3% |
| Participation rate | 96.6% | 58.6%+38.0pp | 71.7%+24.8pp | 69.5%+27.1pp |
| Annual return | 43.25% | 38.63%+4.6pp | 1709.29%-1666.0pp | 81.02%-37.8pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,681 | $2,384+12.5% | $3,603-25.6% | $3,608-25.7% |
| Admin fee / account holder | $146 | $3,549-95.9% | $5,463-97.3% | $5,124-97.1% |