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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 | $2,976 | $111,787-97.3% | $93,681-96.8% | $145,978-98.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 49.05% | 203.52%-154.5pp | 133.47%-84.4pp | 550.52%-501.5pp |
| Employer contribution / active EE | $546 | $3,093-82.3% | $2,422-77.4% | $4,662-88.3% |
| Participant deferral / active EE | $2,234 | $4,918-54.6% | $4,415-49.4% | $6,690-66.6% |
| Admin fee / account holder | $3 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |