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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 | $1,720 | $65,367-97.4% | $92,915-98.1% | $72,976-97.6% |
| Participation rate | 77.5% | 68.3%+9.2pp | 76.0%+1.5pp | 69.5%+8.0pp |
| Annual return | 34.64% | 42.11%-7.5pp | 109.45%-74.8pp | 81.02%-46.4pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,547 | $3,128-50.6% | $4,238-63.5% | $3,608-57.1% |
| Admin fee / account holder | $64 | $4,251-98.5% | $5,796-98.9% | $5,124-98.8% |