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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 | $2,570 | $96,678-97.3% | $86,640-97.0% | $139,466-98.2% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 24.97% | 106.69%-81.7pp | 592.52%-567.5pp | 373.66%-348.7pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,296 | $4,837-73.2% | $4,438-70.8% | $6,712-80.7% |
| Admin fee / account holder | $182 | $6,410-97.2% | $5,616-96.8% | $11,409-98.4% |