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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 | $940 | $29,319-96.8% | $52,425-98.2% | $82,448-98.9% |
| Participation rate | 96.3% | 46.9%+49.4pp | 55.6%+40.7pp | 68.1%+28.2pp |
| Annual return | 26.78% | 535.20%-508.4pp | 302.12%-275.3pp | 41.64%-14.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $529 | $1,171-54.9% | $1,790-70.5% | $4,139-87.2% |
| Admin fee / account holder | $2 | $1,962-99.9% | $2,495-99.9% | $7,234-100.0% |