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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 | $1,885 | $96,678-98.1% | $86,640-97.8% | $139,466-98.6% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 13.53% | 106.69%-93.2pp | 592.52%-579.0pp | 373.66%-360.1pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,012 | $4,837-79.1% | $4,438-77.2% | $6,712-84.9% |
| Admin fee / account holder | $138 | $6,410-97.8% | $5,616-97.5% | $11,409-98.8% |