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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 | $1,393 | $101,618-98.6% | $93,063-98.5% | $137,256-99.0% |
| Participation rate | 87.5% | 74.9%+12.6pp | 72.1%+15.4pp | 80.0%+7.5pp |
| Annual return | 25.84% | 223.95%-198.1pp | 34.15%-8.3pp | 220.34%-194.5pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $657 | $4,279-84.7% | $3,958-83.4% | $6,407-89.8% |
| Admin fee / account holder | $3 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |