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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 | $11,183 | $58,888-81.0% | $178,499-93.7% | $73,493-84.8% |
| Participation rate | 94.5% | 66.2%+28.3pp | 81.9%+12.6pp | 70.7%+23.8pp |
| Annual return | 0.00% | 24.86%-24.9pp | 151.10%-151.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $295 | $2,236-86.8% | $5,011-94.1% | $2,270-87.0% |
| Participant deferral / active EE | $1,553 | $2,568-39.5% | $5,202-70.2% | $3,740-58.5% |
| Admin fee / account holder | $74 | $400-81.6% | $13,986-99.5% | $513-85.6% |