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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 | $542 | $110,551-99.5% | $80,741-99.3% | $167,536-99.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 22.83% | 120.57%-97.7pp | 87.30%-64.5pp | 478.82%-456.0pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $548 | $2,870-80.9% | $2,145-74.5% | $6,342-91.4% |
| Admin fee / account holder | $3 | $4,547-99.9% | $3,380-99.9% | $12,315-100.0% |