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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 | $663 | $51,222-98.7% | $70,544-99.1% | $75,173-99.1% |
| Participation rate | 87.2% | 61.0%+26.2pp | 68.4%+18.8pp | 67.2%+20.0pp |
| Annual return | 0.00% | 30.06%-30.1pp | 32.79%-32.8pp | 160.72%-160.7pp |
| Employer contribution / active EE | $266 | $1,827-85.4% | $2,976-91.1% | $2,671-90.0% |
| Participant deferral / active EE | $997 | $2,850-65.0% | $4,568-78.2% | $4,126-75.8% |
| Admin fee / account holder | $30 | $4,096-99.3% | $6,427-99.5% | $5,651-99.5% |