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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 | $4,230 | $70,475-94.0% | $100,530-95.8% | $79,858-94.7% |
| Participation rate | 75.9% | 73.7%+2.2pp | 79.4%-3.5pp | 69.6%+6.2pp |
| Annual return | 460.00% | 21.90%+438.1pp | 30.89%+429.1pp | 31.72%+428.3pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,279 | $5,181-56.0% | $6,271-63.7% | $3,740-39.1% |
| Admin fee / account holder | $116 | $4,478-97.4% | $8,083-98.6% | $5,306-97.8% |