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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 | $690 | $27,943-97.5% | $58,507-98.8% | $75,177-99.1% |
| Participation rate | 73.7% | 38.8%+34.8pp | 50.9%+22.8pp | 67.2%+6.5pp |
| Annual return | 36.96% | 44.22%-7.3pp | 4252.32%-4215.4pp | 160.75%-123.8pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $438 | $1,202-63.6% | $1,922-77.2% | $4,126-89.4% |
| Admin fee / account holder | $16 | $1,727-99.0% | $2,486-99.3% | $5,651-99.7% |