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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 | $1,044 | $72,465-98.6% | $67,575-98.5% | $145,884-99.3% |
| Participation rate | 88.2% | 76.9%+11.4pp | 72.9%+15.3pp | 80.3%+7.9pp |
| Annual return | 13.22% | 7222.56%-7209.3pp | 3528.98%-3515.8pp | 551.85%-538.6pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $957 | $4,786-80.0% | $4,003-76.1% | $6,690-85.7% |
| Admin fee / account holder | $297 | $5,515-94.6% | $3,993-92.6% | $13,392-97.8% |