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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 | $892 | $29,733-97.0% | $56,025-98.4% | $80,959-98.9% |
| Participation rate | 81.5% | 41.7%+39.8pp | 52.5%+29.0pp | 67.7%+13.8pp |
| Annual return | 14.24% | 35.28%-21.0pp | 1712.69%-1698.5pp | 35.67%-21.4pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $453 | $1,229-63.1% | $1,955-76.8% | $4,300-89.5% |
| Admin fee / account holder | $79 | $2,434-96.8% | $2,828-97.2% | $6,925-98.9% |