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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 | $4,636 | $102,595-95.5% | $94,057-95.1% | $154,746-97.0% |
| Participation rate | 95.2% | 76.0%+19.2pp | 73.3%+21.9pp | 80.7%+14.5pp |
| Annual return | 114.99% | 583.42%-468.4pp | 480.62%-365.6pp | 172.34%-57.4pp |
| Employer contribution / active EE | $2 | $3,147-99.9% | $2,933-99.9% | $4,379-100.0% |
| Participant deferral / active EE | $2,009 | $5,118-60.8% | $4,709-57.3% | $6,730-70.2% |
| Admin fee / account holder | $10 | $7,736-99.9% | $7,244-99.9% | $14,365-99.9% |