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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 | $8,806 | $115,917-92.4% | $100,535-91.2% | $158,982-94.5% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 353.52% | 34.80%+318.7pp | 30.90%+322.6pp | 302.99%+50.5pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,216 | $6,677-66.8% | $6,271-64.7% | $5,983-63.0% |
| Admin fee / account holder | $7 | $11,002-99.9% | $8,085-99.9% | $11,252-99.9% |