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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 | $1,461 | $85,169-98.3% | $172,755-99.2% | $72,983-98.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.94%-802.9pp | 81.01%-81.0pp |
| Employer contribution / active EE | $314 | $3,324-90.6% | $5,144-93.9% | $2,440-87.1% |
| Participant deferral / active EE | $1,019 | $3,260-68.7% | $5,198-80.4% | $3,608-71.7% |
| Admin fee / account holder | $21 | $5,880-99.6% | $13,955-99.9% | $5,124-99.6% |