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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 | $1,574 | $97,125-98.4% | $86,233-98.2% | $137,256-98.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 33.07% | 74.19%-41.1pp | 61.39%-28.3pp | 220.34%-187.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,223 | $5,180-76.4% | $4,559-73.2% | $6,407-80.9% |
| Admin fee / account holder | $47 | $9,725-99.5% | $8,342-99.4% | $12,270-99.6% |