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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 | $94,439-99.0% | $73,658-98.7% | $154,746-99.4% |
| Participation rate | 81.8% | 64.7%+17.2pp | 57.0%+24.8pp | 80.7%+1.1pp |
| Annual return | 19.62% | 28.25%-8.6pp | 29.72%-10.1pp | 172.34%-152.7pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $453 | $2,527-82.1% | $2,062-78.0% | $6,730-93.3% |
| Admin fee / account holder | $13 | $3,843-99.7% | $3,357-99.6% | $14,365-99.9% |