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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 | $338 | $108,212-99.7% | $77,513-99.6% | $158,966-99.8% |
| Participation rate | 72.7% | 64.4%+8.3pp | 54.2%+18.5pp | 82.0%-9.2pp |
| Annual return | 17.79% | 31.67%-13.9pp | 54.81%-37.0pp | 302.95%-285.2pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $216 | $2,455-91.2% | $1,861-88.4% | $5,983-96.4% |
| Admin fee / account holder | $2 | $3,709-99.9% | $2,859-99.9% | $11,250-100.0% |