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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 | $1,075 | $116,167-99.1% | $64,489-98.3% | $137,256-99.2% |
| Participation rate | 89.5% | 68.2%+21.3pp | 67.7%+21.8pp | 80.0%+9.5pp |
| Annual return | 22.70% | 36.55%-13.9pp | 55.03%-32.3pp | 220.34%-197.6pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $765 | $4,215-81.8% | $2,778-72.5% | $6,407-88.1% |
| Admin fee / account holder | $56 | $6,188-99.1% | $4,260-98.7% | $12,270-99.5% |