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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 | $4,095 | $96,643-95.8% | $86,617-95.3% | $139,456-97.1% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 34.21% | 106.57%-72.4pp | 591.91%-557.7pp | 373.45%-339.2pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,851 | $4,835+21.0% | $4,437+31.9% | $6,711-12.8% |
| Admin fee / account holder | $144 | $6,406-97.8% | $5,613-97.4% | $11,407-98.7% |