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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 | $1,472 | $106,905-98.6% | $84,020-98.2% | $152,885-99.0% |
| Participation rate | 90.0% | 75.2%+14.8pp | 69.0%+21.0pp | 82.5%+7.5pp |
| Annual return | 33.19% | 105.00%-71.8pp | 71.31%-38.1pp | 345.39%-312.2pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,413 | $4,012-64.8% | $3,239-56.4% | $5,851-75.9% |
| Admin fee / account holder | $18 | $8,287-99.8% | $6,101-99.7% | $11,598-99.8% |