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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 | $68,097-94.8% | $62,929-94.4% | $137,256-97.4% |
| Participation rate | 85.0% | 77.4%+7.6pp | 73.1%+11.9pp | 80.0%+5.0pp |
| Annual return | 19.85% | 1859.11%-1839.3pp | 1063.93%-1044.1pp | 220.34%-200.5pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,037 | $4,553-55.3% | $3,888-47.6% | $6,407-68.2% |
| Admin fee / account holder | $255 | $6,521-96.1% | $5,065-95.0% | $12,270-97.9% |