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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 | $3,053 | $83,485-96.3% | $125,195-97.6% | $72,976-95.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 79.01% | 25.77%+53.2pp | 43.79%+35.2pp | 81.02%-2.0pp |
| Employer contribution / active EE | $21 | $2,346-99.1% | $3,866-99.4% | $2,440-99.1% |
| Participant deferral / active EE | $1,769 | $3,586-50.7% | $4,937-64.2% | $3,608-51.0% |
| Admin fee / account holder | $0 | $5,518-100.0% | $9,704-100.0% | $5,124-100.0% |