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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 | $1,176 | $29,319-96.0% | $52,425-97.8% | $82,448-98.6% |
| Participation rate | 75.0% | 46.9%+28.1pp | 55.6%+19.4pp | 68.1%+6.9pp |
| Annual return | 25.20% | 535.20%-510.0pp | 302.12%-276.9pp | 41.64%-16.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $752 | $1,171-35.8% | $1,790-58.0% | $4,139-81.8% |
| Admin fee / account holder | $29 | $1,962-98.5% | $2,495-98.8% | $7,234-99.6% |