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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 | $2,677 | $100,073-97.3% | $85,126-96.9% | $145,877-98.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.02% | 84.11%-66.1pp | 66.63%-48.6pp | 551.28%-533.3pp |
| Employer contribution / active EE | $226 | $3,236-93.0% | $2,731-91.7% | $4,663-95.2% |
| Participant deferral / active EE | $1,051 | $5,294-80.1% | $4,523-76.8% | $6,691-84.3% |
| Admin fee / account holder | $32 | $7,261-99.6% | $6,160-99.5% | $13,402-99.8% |