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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 | $6,899 | $73,546-90.6% | $63,018-89.1% | $147,586-95.3% |
| Participation rate | 73.3% | 77.9%-4.5pp | 74.8%-1.5pp | 82.8%-9.5pp |
| Annual return | 13.10% | 175.56%-162.5pp | 87.62%-74.5pp | 578.59%-565.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,387 | $4,185-66.9% | $3,330-58.3% | $5,439-74.5% |
| Admin fee / account holder | $21 | $5,956-99.7% | $3,601-99.4% | $10,886-99.8% |