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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 | $346 | $29,319-98.8% | $52,425-99.3% | $82,448-99.6% |
| Participation rate | 78.8% | 46.9%+31.9pp | 55.6%+23.2pp | 68.1%+10.7pp |
| Annual return | 66.72% | 535.20%-468.5pp | 302.12%-235.4pp | 41.64%+25.1pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $418 | $1,171-64.3% | $1,790-76.7% | $4,139-89.9% |
| Admin fee / account holder | $48 | $1,962-97.6% | $2,495-98.1% | $7,234-99.3% |