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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 | $2,426 | $102,595-97.6% | $94,057-97.4% | $154,746-98.4% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 80.7%+10.2pp |
| Annual return | 15.96% | 583.42%-567.5pp | 480.62%-464.7pp | 172.34%-156.4pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,303 | $5,118-74.5% | $4,709-72.3% | $6,730-80.6% |
| Admin fee / account holder | $106 | $7,736-98.6% | $7,244-98.5% | $14,365-99.3% |