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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 | $1,306 | $94,439-98.6% | $73,658-98.2% | $154,746-99.2% |
| Participation rate | 75.0% | 64.7%+10.3pp | 57.0%+18.0pp | 80.7%-5.7pp |
| Annual return | 21.58% | 28.25%-6.7pp | 29.72%-8.1pp | 172.34%-150.8pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $773 | $2,527-69.4% | $2,062-62.5% | $6,730-88.5% |
| Admin fee / account holder | $24 | $3,843-99.4% | $3,357-99.3% | $14,365-99.8% |