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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 | $1,376 | $101,618-98.6% | $93,063-98.5% | $137,256-99.0% |
| Participation rate | 84.6% | 74.9%+9.7pp | 72.1%+12.5pp | 80.0%+4.7pp |
| Annual return | 12.09% | 223.95%-211.9pp | 34.15%-22.1pp | 220.34%-208.2pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,000 | $4,279-76.6% | $3,958-74.7% | $6,407-84.4% |
| Admin fee / account holder | $160 | $6,198-97.4% | $6,033-97.3% | $12,270-98.7% |