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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 | $638 | $156,927-99.6% | $121,169-99.5% | $139,456-99.5% |
| Participation rate | 73.9% | 76.4%-2.5pp | 69.5%+4.4pp | 80.3%-6.4pp |
| Annual return | 144.70% | 1475.85%-1331.1pp | 986.71%-842.0pp | 373.45%-228.8pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $439 | $4,848-90.9% | $4,083-89.3% | $6,711-93.5% |
| Admin fee / account holder | $4 | $6,946-99.9% | $5,645-99.9% | $11,407-100.0% |