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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 | $12,929 | $77,157-83.2% | $108,405-88.1% | $85,847-84.9% |
| Participation rate | 76.1% | 74.7%+1.4pp | 80.1%-4.1pp | 69.3%+6.8pp |
| Annual return | 65.65% | 44.55%+21.1pp | 905.55%-839.9pp | 318.61%-253.0pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,288 | $5,567-5.0% | $6,563-19.4% | $3,952+33.8% |
| Admin fee / account holder | $183 | $5,174-96.5% | $7,297-97.5% | $6,261-97.1% |