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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 | $2,273 | $62,561-96.4% | $105,218-97.8% | $52,331-95.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 77.2%+22.8pp | 68.1%+31.9pp |
| Annual return | 475.67% | 8.71%+467.0pp | 5.33%+470.3pp | 4.54%+471.1pp |
| Employer contribution / active EE | $84 | $2,137-96.1% | $3,255-97.4% | $1,882-95.5% |
| Participant deferral / active EE | $0 | $3,355-100.0% | $4,867-100.0% | $3,022-100.0% |
| Admin fee / account holder | $1 | $198-99.7% | $6,992-100.0% | $592-99.9% |