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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 | $2,367 | $133,981-98.2% | $112,249-97.9% | $134,532-98.2% |
| Participation rate | 94.7% | 78.6%+16.2pp | 75.1%+19.7pp | 81.2%+13.5pp |
| Annual return | 0.00% | 47.16%-47.2pp | 27.48%-27.5pp | 418.27%-418.3pp |
| Employer contribution / active EE | $71 | $4,040-98.2% | $3,636-98.1% | $4,741-98.5% |
| Participant deferral / active EE | $2,540 | $5,292-52.0% | $4,729-46.3% | $6,401-60.3% |
| Admin fee / account holder | $289 | $7,492-96.1% | $6,412-95.5% | $11,429-97.5% |