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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 | $1,516 | $72,071-97.9% | $68,368-97.8% | $137,256-98.9% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 70.64% | 353.14%-282.5pp | 292.57%-221.9pp | 220.34%-149.7pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $749 | $4,410-83.0% | $4,123-81.8% | $6,407-88.3% |
| Admin fee / account holder | $51 | $5,336-99.0% | $5,150-99.0% | $12,270-99.6% |