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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 | $1,490 | $77,908-98.1% | $149,696-99.0% | $75,173-98.0% |
| Participation rate | 82.1% | 65.6%+16.5pp | 78.8%+3.3pp | 67.2%+14.8pp |
| Annual return | 20.07% | 31.73%-11.7pp | 134.46%-114.4pp | 160.72%-140.6pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $882 | $3,411-74.1% | $5,682-84.5% | $4,126-78.6% |
| Admin fee / account holder | $35 | $5,950-99.4% | $13,212-99.7% | $5,651-99.4% |