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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 | $69,118-98.6% | $53,647-98.2% | $138,895-99.3% |
| Participation rate | 84.6% | 64.0%+20.6pp | 56.3%+28.3pp | 79.9%+4.7pp |
| Annual return | 18.70% | 248.26%-229.6pp | 358.33%-339.6pp | 145.39%-126.7pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,318 | $2,274-42.0% | $1,813-27.3% | $6,396-79.4% |
| Admin fee / account holder | $69 | $2,724-97.5% | $2,460-97.2% | $12,562-99.4% |