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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 | $1,089 | $101,618-98.9% | $93,063-98.8% | $137,256-99.2% |
| Participation rate | 75.0% | 74.9%+0.1pp | 72.1%+2.9pp | 80.0%-5.0pp |
| Annual return | 14.80% | 223.95%-209.1pp | 34.15%-19.4pp | 220.34%-205.5pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $754 | $4,279-82.4% | $3,958-81.0% | $6,407-88.2% |
| Admin fee / account holder | $128 | $6,198-97.9% | $6,033-97.9% | $12,270-99.0% |