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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 | $977 | $39,036-97.5% | $80,784-98.8% | $85,851-98.9% |
| Participation rate | 92.5% | 41.6%+50.9pp | 54.2%+38.3pp | 69.3%+23.2pp |
| Annual return | 0.00% | 26.31%-26.3pp | 87.31%-87.3pp | 318.63%-318.6pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,541 | $1,326+16.2% | $2,145-28.2% | $3,952-61.0% |
| Admin fee / account holder | $27 | $2,429-98.9% | $3,380-99.2% | $6,261-99.6% |