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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 | $2,220 | $58,275-96.2% | $81,844-97.3% | $80,935-97.3% |
| Participation rate | 89.7% | 63.5%+26.2pp | 72.4%+17.3pp | 67.7%+22.0pp |
| Annual return | 15.56% | 41.82%-26.3pp | 778.87%-763.3pp | 35.66%-20.1pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,078 | $3,285-67.2% | $4,323-75.1% | $4,299-74.9% |
| Admin fee / account holder | $11 | $4,749-99.8% | $7,355-99.8% | $6,924-99.8% |