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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 | $3,983 | $73,421-94.6% | $66,439-94.0% | $155,188-97.4% |
| Participation rate | 90.9% | 79.7%+11.2pp | 74.5%+16.4pp | 80.8%+10.1pp |
| Annual return | 15.32% | 1382.37%-1367.1pp | 757.66%-742.3pp | 148.84%-133.5pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $993 | $4,680-78.8% | $3,876-74.4% | $6,531-84.8% |
| Admin fee / account holder | $268 | $8,856-97.0% | $6,173-95.7% | $14,480-98.2% |