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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 | $3,930 | $96,691-95.9% | $86,656-95.5% | $139,487-97.2% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 85.76% | 106.87%-21.1pp | 593.09%-507.3pp | 373.84%-288.1pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,194 | $4,838-54.6% | $4,439-50.6% | $6,713-67.3% |
| Admin fee / account holder | $9 | $6,414-99.9% | $5,619-99.8% | $11,407-99.9% |