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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 | $623 | $28,624-97.8% | $53,647-98.8% | $82,637-99.2% |
| Participation rate | 92.3% | 47.3%+45.0pp | 56.3%+36.0pp | 68.1%+24.3pp |
| Annual return | 22.72% | 664.98%-642.3pp | 358.33%-335.6pp | 53.51%-30.8pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $366 | $1,196-69.4% | $1,813-79.8% | $4,126-91.1% |
| Admin fee / account holder | $33 | $2,022-98.4% | $2,460-98.7% | $7,339-99.5% |