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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 | $76,368-95.4% | $67,681-94.8% | $154,746-97.7% |
| Participation rate | 85.0% | 79.0%+6.0pp | 73.7%+11.3pp | 80.7%+4.3pp |
| Annual return | 19.85% | 1066.77%-1046.9pp | 590.58%-570.7pp | 172.34%-152.5pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,037 | $4,824-57.8% | $3,976-48.8% | $6,730-69.7% |
| Admin fee / account holder | $255 | $8,559-97.0% | $6,100-95.8% | $14,365-98.2% |