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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 | $2,776 | $72,403-96.2% | $67,524-95.9% | $145,978-98.1% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 10.30% | 7197.23%-7186.9pp | 3519.41%-3509.1pp | 550.52%-540.2pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,852 | $4,782-61.3% | $4,001-53.7% | $6,690-72.3% |
| Admin fee / account holder | $37 | $5,541-99.3% | $4,001-99.1% | $13,400-99.7% |