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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 | $2,327 | $91,198-97.4% | $178,503-98.7% | $79,856-97.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 43.38% | 24.20%+19.2pp | 151.12%-107.7pp | 31.71%+11.7pp |
| Employer contribution / active EE | $343 | $3,257-89.5% | $5,011-93.2% | $2,471-86.1% |
| Participant deferral / active EE | $1,182 | $3,237-63.5% | $5,202-77.3% | $3,741-68.4% |
| Admin fee / account holder | $170 | $6,748-97.5% | $13,987-98.8% | $5,306-96.8% |