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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 | $2,894 | $102,595-97.2% | $94,057-96.9% | $154,746-98.1% |
| Participation rate | 92.3% | 76.0%+16.3pp | 73.3%+19.0pp | 80.7%+11.6pp |
| Annual return | 24.16% | 583.42%-559.3pp | 480.62%-456.5pp | 172.34%-148.2pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,053 | $5,118-59.9% | $4,709-56.4% | $6,730-69.5% |
| Admin fee / account holder | $86 | $7,736-98.9% | $7,244-98.8% | $14,365-99.4% |