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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 | $3,322 | $70,121-95.3% | $63,803-94.8% | $138,895-97.6% |
| Participation rate | 91.7% | 77.2%+14.5pp | 72.7%+19.0pp | 79.9%+11.7pp |
| Annual return | 22.62% | 946.48%-923.9pp | 543.72%-521.1pp | 145.39%-122.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,618 | $4,535-64.3% | $3,843-57.9% | $6,396-74.7% |
| Admin fee / account holder | $119 | $6,738-98.2% | $5,196-97.7% | $12,562-99.1% |