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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 | $478 | $51,638-99.1% | $68,368-99.3% | $82,448-99.4% |
| Participation rate | 73.1% | 63.6%+9.5pp | 73.8%-0.7pp | 68.1%+5.0pp |
| Annual return | 111.17% | 37.53%+73.6pp | 292.57%-181.4pp | 41.64%+69.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $633 | $2,914-78.3% | $4,123-84.7% | $4,139-84.7% |
| Admin fee / account holder | $3 | $4,643-99.9% | $5,150-99.9% | $7,234-100.0% |