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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 | $421 | $76,634-99.5% | $56,054-99.2% | $145,978-99.7% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.9pp | 80.3%+3.0pp |
| Annual return | 32.19% | 3004.33%-2972.1pp | 1705.95%-1673.8pp | 550.52%-518.3pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $400 | $2,622-84.7% | $1,952-79.5% | $6,690-94.0% |
| Admin fee / account holder | $187 | $3,321-94.4% | $2,822-93.4% | $13,400-98.6% |