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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 | $817 | $76,608-98.9% | $56,077-98.5% | $145,877-99.4% |
| Participation rate | 81.8% | 63.2%+18.6pp | 52.5%+29.3pp | 80.3%+1.5pp |
| Annual return | 9.79% | 3009.59%-2999.8pp | 1709.28%-1699.5pp | 551.28%-541.5pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $298 | $2,624-88.6% | $1,954-84.7% | $6,691-95.5% |
| Admin fee / account holder | $13 | $3,325-99.6% | $2,825-99.5% | $13,402-99.9% |