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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 | $697 | $104,650-99.3% | $83,854-99.2% | $155,188-99.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 12.16% | 28.97%-16.8pp | 31.39%-19.2pp | 148.84%-136.7pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $882 | $2,367-62.7% | $2,035-56.7% | $6,531-86.5% |
| Admin fee / account holder | $95 | $3,518-97.3% | $3,197-97.0% | $14,480-99.3% |