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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 | $96,643-98.0% | $86,617-97.8% | $139,456-98.6% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 13.53% | 106.57%-93.0pp | 591.91%-578.4pp | 373.45%-359.9pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,012 | $4,835-79.1% | $4,437-77.2% | $6,711-84.9% |
| Admin fee / account holder | $138 | $6,406-97.8% | $5,613-97.5% | $11,407-98.8% |