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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 | $816 | $112,729-99.3% | $98,716-99.2% | $137,256-99.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 21.48% | 38.48%-17.0pp | 31.81%-10.3pp | 220.34%-198.9pp |
| Employer contribution / active EE | $16 | $2,725-99.4% | $2,279-99.3% | $4,156-99.6% |
| Participant deferral / active EE | $1,303 | $4,640-71.9% | $4,048-67.8% | $6,407-79.7% |
| Admin fee / account holder | $129 | $10,129-98.7% | $8,703-98.5% | $12,270-98.9% |