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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 | $3,255 | $62,586-94.8% | $76,766-95.8% | $64,181-94.9% |
| Participation rate | 84.6% | 72.8%+11.8pp | 77.0%+7.7pp | 69.6%+15.0pp |
| Annual return | 253.73% | -1.95%+255.7pp | 2.43%+251.3pp | 7.63%+246.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,596 | $3,145-49.2% | $3,851-58.6% | $3,470-54.0% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,887-100.0% |