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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 | $4,681 | $107,363-95.6% | $92,909-95.0% | $152,897-96.9% |
| Participation rate | 78.6% | 79.8%-1.2pp | 76.0%+2.6pp | 82.5%-3.9pp |
| Annual return | 89.11% | 145.63%-56.5pp | 109.44%-20.3pp | 345.43%-256.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,106 | $4,848-35.9% | $4,238-26.7% | $5,851-46.9% |
| Admin fee / account holder | $11 | $7,082-99.8% | $5,795-99.8% | $11,599-99.9% |