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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 | $149,040-99.1% | $120,225-98.9% | $137,256-99.0% |
| Participation rate | 92.3% | 75.4%+16.9pp | 69.6%+22.7pp | 80.0%+12.3pp |
| Annual return | 18.94% | 605.68%-586.7pp | 439.23%-420.3pp | 220.34%-201.4pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $992 | $4,655-78.7% | $3,999-75.2% | $6,407-84.5% |
| Admin fee / account holder | $18 | $6,348-99.7% | $5,696-99.7% | $12,270-99.9% |