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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 | $2,465 | $100,139-97.5% | $85,187-97.1% | $145,884-98.3% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 25.85% | 84.15%-58.3pp | 66.67%-40.8pp | 551.85%-526.0pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,552 | $5,296-70.7% | $4,525-65.7% | $6,690-76.8% |
| Admin fee / account holder | $7 | $7,262-99.9% | $6,162-99.9% | $13,392-100.0% |