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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 | $768 | $69,118-98.9% | $53,647-98.6% | $138,895-99.4% |
| Participation rate | 91.7% | 64.0%+27.7pp | 56.3%+35.4pp | 79.9%+11.7pp |
| Annual return | 18.97% | 248.26%-229.3pp | 358.33%-339.4pp | 145.39%-126.4pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $570 | $2,274-75.0% | $1,813-68.6% | $6,396-91.1% |
| Admin fee / account holder | $36 | $2,724-98.7% | $2,460-98.5% | $12,562-99.7% |