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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 | $1,792 | $104,251-98.3% | $91,004-98.0% | $147,585-98.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 29.27% | 27.06%+2.2pp | 4.60%+24.7pp | 578.58%-549.3pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,590 | $4,195-62.1% | $3,548-55.2% | $5,439-70.8% |
| Admin fee / account holder | $22 | $8,948-99.8% | $5,417-99.6% | $10,886-99.8% |