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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 | $3,331 | $118,877-97.2% | $96,570-96.6% | $167,536-98.0% |
| Participation rate | 83.3% | 75.5%+7.8pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 24.90% | 50.50%-25.6pp | 37.79%-12.9pp | 478.82%-453.9pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,854 | $4,617-59.8% | $3,849-51.8% | $6,342-70.8% |
| Admin fee / account holder | $17 | $8,069-99.8% | $6,182-99.7% | $12,315-99.9% |