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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 | $951 | $94,439-99.0% | $73,658-98.7% | $154,746-99.4% |
| Participation rate | 84.6% | 64.7%+19.9pp | 57.0%+27.6pp | 80.7%+3.9pp |
| Annual return | 18.70% | 28.25%-9.6pp | 29.72%-11.0pp | 172.34%-153.6pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,318 | $2,527-47.8% | $2,062-36.1% | $6,730-80.4% |
| Admin fee / account holder | $69 | $3,843-98.2% | $3,357-97.9% | $14,365-99.5% |