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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 | $1,949 | $177,353-98.9% | $158,226-98.8% | $198,609-99.0% |
| Participation rate | 80.0% | 77.0%+3.0pp | 74.8%+5.2pp | 82.4%-2.4pp |
| Annual return | 21.16% | 599.50%-578.3pp | 501.41%-480.2pp | 202.70%-181.5pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $2,986-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,464 | $4,615-68.3% | $4,317-66.1% | $6,977-79.0% |
| Admin fee / account holder | $222 | $10,960-98.0% | $10,217-97.8% | $19,030-98.8% |