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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 | $745 | $54,763-98.6% | $90,324-99.2% | $72,976-99.0% |
| Participation rate | 80.0% | 65.2%+14.8pp | 73.3%+6.7pp | 69.5%+10.5pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.15%-78.1pp | 81.02%-81.0pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $827 | $2,887-71.4% | $3,885-78.7% | $3,608-77.1% |
| Admin fee / account holder | $4 | $3,973-99.9% | $5,356-99.9% | $5,124-99.9% |