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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 | $707 | $72,071-99.0% | $68,368-99.0% | $137,256-99.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 36.42% | 353.14%-316.7pp | 292.57%-256.2pp | 220.34%-183.9pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $930 | $4,410-78.9% | $4,123-77.5% | $6,407-85.5% |
| Admin fee / account holder | $148 | $5,336-97.2% | $5,150-97.1% | $12,270-98.8% |