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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 | $868 | $28,624-97.0% | $53,647-98.4% | $82,637-98.9% |
| Participation rate | 87.5% | 47.3%+40.2pp | 56.3%+31.2pp | 68.1%+19.4pp |
| Annual return | 19.84% | 664.98%-645.1pp | 358.33%-338.5pp | 53.51%-33.7pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $934 | $1,196-21.9% | $1,813-48.5% | $4,126-77.4% |
| Admin fee / account holder | $150 | $2,022-92.6% | $2,460-93.9% | $7,339-98.0% |