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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 | $1,086 | $118,877-99.1% | $96,570-98.9% | $167,536-99.4% |
| Participation rate | 90.5% | 75.5%+15.0pp | 69.8%+20.7pp | 82.1%+8.4pp |
| Annual return | 18.00% | 50.50%-32.5pp | 37.79%-19.8pp | 478.82%-460.8pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,581 | $4,617-65.7% | $3,849-58.9% | $6,342-75.1% |
| Admin fee / account holder | $43 | $8,069-99.5% | $6,182-99.3% | $12,315-99.6% |