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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 | $6,726 | $81,664-91.8% | $70,476-90.5% | $158,966-95.8% |
| Participation rate | 86.7% | 77.7%+8.9pp | 75.1%+11.6pp | 82.0%+4.7pp |
| Annual return | 77.22% | 208.59%-131.4pp | 109.12%-31.9pp | 302.95%-225.7pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,074 | $4,556-10.6% | $3,710+9.8% | $5,983-31.9% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |