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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 | $8,574 | $49,199-82.6% | $121,204-92.9% | $75,173-88.6% |
| Participation rate | 83.3% | 55.4%+27.9pp | 69.5%+13.8pp | 67.2%+16.1pp |
| Annual return | 30.52% | 56.04%-25.5pp | 987.18%-956.7pp | 160.72%-130.2pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,645 | $2,630-37.5% | $4,083-59.7% | $4,126-60.1% |
| Admin fee / account holder | $240 | $3,946-93.9% | $5,651-95.8% | $5,651-95.8% |