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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 | $1,145 | $102,663-98.9% | $86,216-98.7% | $139,466-99.2% |
| Participation rate | 78.3% | 74.5%+3.8pp | 69.0%+9.3pp | 80.3%-2.1pp |
| Annual return | 69.95% | 1924.52%-1854.6pp | 1169.42%-1099.5pp | 373.66%-303.7pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,254 | $4,677-73.2% | $3,986-68.6% | $6,712-81.3% |
| Admin fee / account holder | $43 | $8,663-99.5% | $6,853-99.4% | $11,409-99.6% |