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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 | $1,337 | $167,030-99.2% | $135,768-99.0% | $155,188-99.1% |
| Participation rate | 92.3% | 76.2%+16.1pp | 71.1%+21.2pp | 80.8%+11.5pp |
| Annual return | 18.94% | 678.39%-659.4pp | 526.10%-507.2pp | 148.84%-129.9pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $992 | $4,528-78.1% | $3,977-75.1% | $6,531-84.8% |
| Admin fee / account holder | $18 | $8,172-99.8% | $7,048-99.7% | $14,480-99.9% |