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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 | $4,916 | $108,897-95.5% | $100,378-95.1% | $145,877-96.6% |
| Participation rate | 81.3% | 83.0%-1.7pp | 81.5%-0.3pp | 80.3%+0.9pp |
| Annual return | 20.90% | 58.17%-37.3pp | 49.41%-28.5pp | 551.28%-530.4pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,661 | $8,455-68.5% | $8,087-67.1% | $6,691-60.2% |
| Admin fee / account holder | $41 | $9,690-99.6% | $7,899-99.5% | $13,402-99.7% |