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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 | $865 | $72,071-98.8% | $68,368-98.7% | $137,256-99.4% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.0%+4.7pp |
| Annual return | 154.59% | 353.14%-198.6pp | 292.57%-138.0pp | 220.34%-65.8pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $774 | $4,410-82.4% | $4,123-81.2% | $6,407-87.9% |
| Admin fee / account holder | $72 | $5,336-98.7% | $5,150-98.6% | $12,270-99.4% |