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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 | $832 | $101,618-99.2% | $93,063-99.1% | $137,256-99.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 22.37% | 223.95%-201.6pp | 34.15%-11.8pp | 220.34%-198.0pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $940 | $4,279-78.0% | $3,958-76.3% | $6,407-85.3% |
| Admin fee / account holder | $60 | $6,198-99.0% | $6,033-99.0% | $12,270-99.5% |