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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 | $2,934 | $150,346-98.0% | $120,524-97.6% | $145,877-98.0% |
| Participation rate | 72.7% | 78.8%-6.1pp | 71.9%+0.8pp | 80.3%-7.6pp |
| Annual return | 30.20% | 154.40%-124.2pp | 107.36%-77.2pp | 551.28%-521.1pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,766 | $6,172-71.4% | $4,994-64.6% | $6,691-73.6% |
| Admin fee / account holder | $56 | $12,215-99.5% | $9,440-99.4% | $13,402-99.6% |