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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 | $1,161 | $94,439-98.8% | $73,658-98.4% | $154,746-99.2% |
| Participation rate | 88.9% | 64.7%+24.2pp | 57.0%+31.8pp | 80.7%+8.2pp |
| Annual return | 18.84% | 28.25%-9.4pp | 29.72%-10.9pp | 172.34%-153.5pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $877 | $2,527-65.3% | $2,062-57.5% | $6,730-87.0% |
| Admin fee / account holder | $246 | $3,843-93.6% | $3,357-92.7% | $14,365-98.3% |