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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 | $1,217 | $29,319-95.8% | $52,425-97.7% | $82,448-98.5% |
| Participation rate | 80.0% | 46.9%+33.1pp | 55.6%+24.4pp | 68.1%+11.9pp |
| Annual return | 23.31% | 535.20%-511.9pp | 302.12%-278.8pp | 41.64%-18.3pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $669 | $1,171-42.9% | $1,790-62.6% | $4,139-83.8% |
| Admin fee / account holder | $87 | $1,962-95.6% | $2,495-96.5% | $7,234-98.8% |