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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 | $2,451 | $126,113-98.1% | $116,096-97.9% | $155,188-98.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 21.45% | 391.72%-370.3pp | 326.25%-304.8pp | 148.84%-127.4pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $974 | $4,162-76.6% | $3,952-75.3% | $6,531-85.1% |
| Admin fee / account holder | $29 | $8,045-99.6% | $7,704-99.6% | $14,480-99.8% |