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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 | $2,144 | $77,638-97.2% | $156,551-98.6% | $62,881-96.6% |
| Participation rate | 89.3% | 71.2%+18.1pp | 84.0%+5.3pp | 69.3%+20.0pp |
| Annual return | 9.26% | 50.33%-41.1pp | 32.23%-23.0pp | 20.14%-10.9pp |
| Employer contribution / active EE | $14 | $3,444-99.6% | $5,501-99.7% | $2,281-99.4% |
| Participant deferral / active EE | $934 | $3,046-69.3% | $4,871-80.8% | $3,203-70.9% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |