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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 | $352 | $110,551-99.7% | $80,741-99.6% | $167,518-99.8% |
| Participation rate | 84.6% | 64.0%+20.7pp | 54.2%+30.5pp | 82.1%+2.5pp |
| Annual return | 58.18% | 120.57%-62.4pp | 87.30%-29.1pp | 478.71%-420.5pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $692 | $2,870-75.9% | $2,145-67.7% | $6,342-89.1% |
| Admin fee / account holder | $1 | $4,547-100.0% | $3,380-100.0% | $12,312-100.0% |