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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 | $1,733 | $68,097-97.5% | $62,929-97.2% | $137,256-98.7% |
| Participation rate | 78.3% | 77.4%+0.8pp | 73.1%+5.1pp | 80.0%-1.7pp |
| Annual return | 23.99% | 1859.11%-1835.1pp | 1063.93%-1039.9pp | 220.34%-196.3pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,236 | $4,553-72.8% | $3,888-68.2% | $6,407-80.7% |
| Admin fee / account holder | $109 | $6,521-98.3% | $5,065-97.8% | $12,270-99.1% |