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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 | $13,726 | $82,678-83.4% | $125,391-89.1% | $68,490-80.0% |
| Participation rate | 86.7% | 75.1%+11.7pp | 82.4%+4.4pp | 67.9%+18.8pp |
| Annual return | 132.11% | -5.97%+138.1pp | 572.41%-440.3pp | -7.85%+140.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,525 | $6,111+39.5% | $7,448+14.5% | $4,028+111.7% |
| Admin fee / account holder | $210 | $6,277-96.7% | $10,009-97.9% | $5,403-96.1% |