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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 | $6,342 | $49,897-87.3% | $80,648-92.1% | $75,177-91.6% |
| Participation rate | 70.2% | 55.3%+14.9pp | 67.0%+3.2pp | 67.2%+3.0pp |
| Annual return | 52.16% | 34.68%+17.5pp | 937.21%-885.1pp | 160.75%-108.6pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,408 | $2,992-19.5% | $4,443-45.8% | $4,126-41.6% |
| Admin fee / account holder | $158 | $3,579-95.6% | $5,382-97.1% | $5,651-97.2% |