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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 | $1,948 | $49,897-96.1% | $80,648-97.6% | $75,177-97.4% |
| Participation rate | 82.1% | 55.3%+26.8pp | 67.0%+15.1pp | 67.2%+14.9pp |
| Annual return | 15.66% | 34.68%-19.0pp | 937.21%-921.6pp | 160.75%-145.1pp |
| Employer contribution / active EE | $21 | $1,699-98.8% | $2,724-99.2% | $2,671-99.2% |
| Participant deferral / active EE | $824 | $2,992-72.4% | $4,443-81.4% | $4,126-80.0% |
| Admin fee / account holder | $292 | $3,579-91.8% | $5,382-94.6% | $5,651-94.8% |