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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 | $2,495 | $96,678-97.4% | $86,640-97.1% | $139,466-98.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 62.78% | 106.69%-43.9pp | 592.52%-529.7pp | 373.66%-310.9pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $938 | $4,837-80.6% | $4,438-78.9% | $6,712-86.0% |
| Admin fee / account holder | $14 | $6,410-99.8% | $5,616-99.8% | $11,409-99.9% |