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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 | $2,247 | $102,595-97.8% | $94,057-97.6% | $154,746-98.5% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 80.7%+2.6pp |
| Annual return | 20.92% | 583.42%-562.5pp | 480.62%-459.7pp | 172.34%-151.4pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,291 | $5,118-74.8% | $4,709-72.6% | $6,730-80.8% |
| Admin fee / account holder | $247 | $7,736-96.8% | $7,244-96.6% | $14,365-98.3% |