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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 | $2,838 | $92,707-96.9% | $82,726-96.6% | $134,493-97.9% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | 406.14% | 945.12%-539.0pp | 701.33%-295.2pp | 418.01%-11.9pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,242 | $4,801-53.3% | $4,394-49.0% | $6,400-65.0% |
| Admin fee / account holder | $4 | $5,980-99.9% | $5,328-99.9% | $11,425-100.0% |