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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 | $735 | $75,962-99.0% | $154,111-99.5% | $64,173-98.9% |
| Participation rate | 76.1% | 70.4%+5.6pp | 83.0%-7.0pp | 69.6%+6.5pp |
| Annual return | 2.21% | 30.32%-28.1pp | 735.18%-733.0pp | 7.63%-5.4pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |