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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 | $931 | $104,650-99.1% | $83,854-98.9% | $155,188-99.4% |
| Participation rate | 81.8% | 65.1%+16.7pp | 59.1%+22.7pp | 80.8%+1.0pp |
| Annual return | 19.62% | 28.97%-9.4pp | 31.39%-11.8pp | 148.84%-129.2pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $453 | $2,367-80.9% | $2,035-77.8% | $6,531-93.1% |
| Admin fee / account holder | $13 | $3,518-99.6% | $3,197-99.6% | $14,480-99.9% |