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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 | $1,802 | $109,908-98.4% | $97,161-98.1% | $145,978-98.8% |
| Participation rate | 85.7% | 75.9%+9.8pp | 72.7%+13.0pp | 80.3%+5.4pp |
| Annual return | 26.33% | 243.80%-217.5pp | 75.36%-49.0pp | 550.52%-524.2pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,329 | $4,679-71.6% | $4,265-68.8% | $6,690-80.1% |
| Admin fee / account holder | $85 | $6,213-98.6% | $5,647-98.5% | $13,400-99.4% |