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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 | $2,634 | $100,805-97.4% | $86,698-97.0% | $134,532-98.0% |
| Participation rate | 94.1% | 79.0%+15.2pp | 76.6%+17.5pp | 81.2%+12.9pp |
| Annual return | 0.00% | 29.09%-29.1pp | 35.95%-35.9pp | 418.27%-418.3pp |
| Employer contribution / active EE | $502 | $3,490-85.6% | $2,837-82.3% | $4,741-89.4% |
| Participant deferral / active EE | $1,932 | $5,339-63.8% | $4,656-58.5% | $6,401-69.8% |
| Admin fee / account holder | $1 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |