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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 | $1,313 | $116,434-98.9% | $65,583-98.0% | $139,487-99.1% |
| Participation rate | 88.9% | 67.9%+21.0pp | 65.0%+23.9pp | 80.3%+8.6pp |
| Annual return | 9.60% | 31.34%-21.7pp | 47.46%-37.9pp | 373.84%-364.2pp |
| Employer contribution / active EE | $0 | $2,602-100.0% | $1,692-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,022 | $4,245-75.9% | $2,833-63.9% | $6,713-84.8% |
| Admin fee / account holder | $102 | $6,696-98.5% | $4,112-97.5% | $11,407-99.1% |