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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 | $2,014 | $51,638-96.1% | $68,368-97.1% | $82,448-97.6% |
| Participation rate | 85.3% | 63.6%+21.7pp | 73.8%+11.5pp | 68.1%+17.2pp |
| Annual return | 22.08% | 37.53%-15.4pp | 292.57%-270.5pp | 41.64%-19.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $621 | $2,914-78.7% | $4,123-84.9% | $4,139-85.0% |
| Admin fee / account holder | $19 | $4,643-99.6% | $5,150-99.6% | $7,234-99.7% |