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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 | $3,307 | $149,040-97.8% | $120,225-97.2% | $137,256-97.6% |
| Participation rate | 85.7% | 75.4%+10.3pp | 69.6%+16.1pp | 80.0%+5.8pp |
| Annual return | 21.07% | 605.68%-584.6pp | 439.23%-418.2pp | 220.34%-199.3pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,484 | $4,655-68.1% | $3,999-62.9% | $6,407-76.8% |
| Admin fee / account holder | $274 | $6,348-95.7% | $5,696-95.2% | $12,270-97.8% |