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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 | $1,059 | $78,690-98.7% | $161,489-99.3% | $87,485-98.8% |
| Participation rate | 97.3% | 67.5%+29.8pp | 78.7%+18.6pp | 68.9%+28.4pp |
| Annual return | 23.84% | 32.74%-8.9pp | 89.72%-65.9pp | 26.06%-2.2pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,254 | $3,311-62.1% | $5,630-77.7% | $4,274-70.7% |
| Admin fee / account holder | $95 | $6,724-98.6% | $16,006-99.4% | $7,775-98.8% |