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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 | $2,656 | $96,388-97.2% | $80,627-96.7% | $139,466-98.1% |
| Participation rate | 73.7% | 73.6%0pp | 67.0%+6.7pp | 80.3%-6.6pp |
| Annual return | 36.77% | 1352.08%-1315.3pp | 936.76%-900.0pp | 373.66%-336.9pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,683 | $5,224-67.8% | $4,443-62.1% | $6,712-74.9% |
| Admin fee / account holder | $113 | $6,603-98.3% | $5,381-97.9% | $11,409-99.0% |