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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 | $572 | $29,319-98.0% | $52,425-98.9% | $82,448-99.3% |
| Participation rate | 85.0% | 46.9%+38.1pp | 55.6%+29.4pp | 68.1%+16.9pp |
| Annual return | 21.32% | 535.20%-513.9pp | 302.12%-280.8pp | 41.64%-20.3pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $295 | $1,171-74.8% | $1,790-83.5% | $4,139-92.9% |
| Admin fee / account holder | $26 | $1,962-98.7% | $2,495-99.0% | $7,234-99.6% |