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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 | $7,949 | $105,145-92.4% | $94,664-91.6% | $139,466-94.3% |
| Participation rate | 72.7% | 82.4%-9.6pp | 80.8%-8.1pp | 80.3%-7.6pp |
| Annual return | 36.02% | 38.09%-2.1pp | 156.84%-120.8pp | 373.66%-337.6pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,946 | $7,599-34.9% | $7,417-33.3% | $6,712-26.3% |
| Admin fee / account holder | $9 | $8,972-99.9% | $7,222-99.9% | $11,409-99.9% |