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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 | $764 | $162,529-99.5% | $130,788-99.4% | $154,746-99.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 34.81% | 510.48%-475.7pp | 386.44%-351.6pp | 172.34%-137.5pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $623 | $4,808-87.0% | $4,137-84.9% | $6,730-90.7% |
| Admin fee / account holder | $11 | $7,669-99.9% | $6,673-99.8% | $14,365-99.9% |