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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 | $8,129 | $65,566-87.6% | $86,235-90.6% | $75,177-89.2% |
| Participation rate | 90.9% | 60.5%+30.4pp | 69.0%+22.0pp | 67.2%+23.7pp |
| Annual return | 31.69% | 46.07%-14.4pp | 1170.03%-1138.3pp | 160.75%-129.1pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,279 | $3,023+41.5% | $3,987+7.3% | $4,126+3.7% |
| Admin fee / account holder | $88 | $5,470-98.4% | $6,856-98.7% | $5,651-98.4% |