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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 | $436 | $116,203-99.6% | $93,621-99.5% | $152,909-99.7% |
| Participation rate | 93.3% | 78.1%+15.3pp | 75.8%+17.5pp | 82.5%+10.9pp |
| Annual return | 21.08% | 35.96%-14.9pp | 32.76%-11.7pp | 345.46%-324.4pp |
| Employer contribution / active EE | $57 | $3,219-98.2% | $2,719-97.9% | $4,764-98.8% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $49 | $10,751-99.5% | $7,890-99.4% | $11,601-99.6% |