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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 | $2,106 | $72,465-97.1% | $67,575-96.9% | $145,884-98.6% |
| Participation rate | 91.7% | 76.9%+14.8pp | 72.9%+18.8pp | 80.3%+11.4pp |
| Annual return | 16.18% | 7222.56%-7206.4pp | 3528.98%-3512.8pp | 551.85%-535.7pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,286 | $4,786-73.1% | $4,003-67.9% | $6,690-80.8% |
| Admin fee / account holder | $10 | $5,515-99.8% | $3,993-99.8% | $13,392-99.9% |