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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 | $1,212 | $29,319-95.9% | $52,425-97.7% | $82,448-98.5% |
| Participation rate | 94.0% | 46.9%+47.1pp | 55.6%+38.4pp | 68.1%+25.9pp |
| Annual return | 16.36% | 535.20%-518.8pp | 302.12%-285.8pp | 41.64%-25.3pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $433 | $1,171-63.0% | $1,790-75.8% | $4,139-89.5% |
| Admin fee / account holder | $115 | $1,962-94.1% | $2,495-95.4% | $7,234-98.4% |