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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 | $15,520 | $105,200-85.2% | $159,474-90.3% | $85,847-81.9% |
| Participation rate | 89.5% | 75.8%+13.7pp | 82.8%+6.6pp | 69.3%+20.2pp |
| Annual return | 90.11% | 45.08%+45.0pp | 263.68%-173.6pp | 318.61%-228.5pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,754 | $5,946-53.7% | $7,353-62.5% | $3,952-30.3% |
| Admin fee / account holder | $297 | $6,934-95.7% | $10,802-97.2% | $6,261-95.3% |