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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 | $5,545 | $96,678-94.3% | $86,640-93.6% | $139,466-96.0% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.6pp |
| Annual return | 23.43% | 106.69%-83.3pp | 592.52%-569.1pp | 373.66%-350.2pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,544 | $4,837-68.1% | $4,438-65.2% | $6,712-77.0% |
| Admin fee / account holder | $84 | $6,410-98.7% | $5,616-98.5% | $11,409-99.3% |