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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 | $1,278 | $69,248-98.2% | $64,101-98.0% | $139,466-99.1% |
| Participation rate | 88.9% | 75.6%+13.3pp | 72.3%+16.6pp | 80.3%+8.6pp |
| Annual return | 29.91% | 45.95%-16.0pp | 33.72%-3.8pp | 373.66%-343.7pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $989 | $4,682-78.9% | $3,881-74.5% | $6,712-85.3% |
| Admin fee / account holder | $90 | $4,247-97.9% | $3,070-97.1% | $11,409-99.2% |