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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 | $2,388 | $156,970-98.5% | $121,210-98.0% | $139,487-98.3% |
| Participation rate | 73.3% | 76.5%-3.1pp | 69.5%+3.8pp | 80.3%-7.0pp |
| Annual return | 26.46% | 1477.10%-1450.6pp | 987.41%-961.0pp | 373.84%-347.4pp |
| Employer contribution / active EE | $0 | $5,546-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $960 | $4,849-80.2% | $4,084-76.5% | $6,713-85.7% |
| Admin fee / account holder | $85 | $6,947-98.8% | $5,647-98.5% | $11,407-99.3% |