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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 | $3,369 | $167,030-98.0% | $135,768-97.5% | $155,188-97.8% |
| Participation rate | 80.0% | 76.2%+3.8pp | 71.1%+8.9pp | 80.8%-0.8pp |
| Annual return | 27.94% | 678.39%-650.5pp | 526.10%-498.2pp | 148.84%-120.9pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,290 | $4,528-71.5% | $3,977-67.6% | $6,531-80.2% |
| Admin fee / account holder | $26 | $8,172-99.7% | $7,048-99.6% | $14,480-99.8% |