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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 | $1,267 | $63,703-98.0% | $93,063-98.6% | $82,448-98.5% |
| Participation rate | 85.7% | 63.8%+21.9pp | 72.1%+13.6pp | 68.1%+17.6pp |
| Annual return | 20.57% | -775.43%+796.0pp | 34.15%-13.6pp | 41.64%-21.1pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $872 | $2,919-70.1% | $3,958-78.0% | $4,139-78.9% |
| Admin fee / account holder | $57 | $5,982-99.1% | $6,033-99.1% | $7,234-99.2% |