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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 | $1,057 | $76,522-98.6% | $56,033-98.1% | $145,884-99.3% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 7.75% | 3014.28%-3006.5pp | 1711.38%-1703.6pp | 551.85%-544.1pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $253 | $2,624-90.4% | $1,954-87.1% | $6,690-96.2% |
| Admin fee / account holder | $171 | $3,328-94.9% | $2,827-93.9% | $13,392-98.7% |