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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 | $619 | $67,823-99.1% | $52,425-98.8% | $137,256-99.5% |
| Participation rate | 81.8% | 63.9%+17.9pp | 55.6%+26.2pp | 80.0%+1.9pp |
| Annual return | 26.94% | 219.11%-192.2pp | 302.12%-275.2pp | 220.34%-193.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $803 | $2,288-64.9% | $1,790-55.1% | $6,407-87.5% |
| Admin fee / account holder | $4 | $2,844-99.9% | $2,495-99.8% | $12,270-100.0% |