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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 | $590 | $29,051-98.0% | $52,425-98.9% | $67,986-99.1% |
| Participation rate | 80.4% | 30.4%+49.9pp | 55.6%+24.8pp | 57.2%+23.2pp |
| Annual return | 25.93% | 24.00%+1.9pp | 302.12%-276.2pp | 31.67%-5.7pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $315 | $873-64.0% | $1,790-82.4% | $3,358-90.6% |
| Admin fee / account holder | $145 | $2,113-93.1% | $2,495-94.2% | $3,203-95.5% |