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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 | $3,732 | $109,967-96.6% | $97,197-96.2% | $145,877-97.4% |
| Participation rate | 87.5% | 76.0%+11.5pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 24.99% | 244.27%-219.3pp | 75.47%-50.5pp | 551.28%-526.3pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,700 | $4,676-63.6% | $4,263-60.1% | $6,691-74.6% |
| Admin fee / account holder | $7 | $6,199-99.9% | $5,637-99.9% | $13,402-99.9% |