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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 | $1,594 | $51,638-96.9% | $68,368-97.7% | $82,448-98.1% |
| Participation rate | 79.3% | 63.6%+15.7pp | 73.8%+5.6pp | 68.1%+11.2pp |
| Annual return | 18.39% | 37.53%-19.1pp | 292.57%-274.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $824 | $2,914-71.7% | $4,123-80.0% | $4,139-80.1% |
| Admin fee / account holder | $17 | $4,643-99.6% | $5,150-99.7% | $7,234-99.8% |