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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 | $3,527 | $96,123-96.3% | $77,361-95.4% | $198,609-98.2% |
| Participation rate | 85.0% | 81.1%+3.9pp | 75.0%+10.0pp | 82.4%+2.6pp |
| Annual return | 19.85% | 2054.81%-2035.0pp | 1011.54%-991.7pp | 202.70%-182.9pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,037 | $4,975-59.1% | $3,911-47.9% | $6,977-70.8% |
| Admin fee / account holder | $255 | $9,471-97.3% | $5,894-95.7% | $19,030-98.7% |