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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 | $2,783 | $39,028-92.9% | $80,741-96.6% | $85,847-96.8% |
| Participation rate | 97.1% | 41.6%+55.5pp | 54.2%+42.9pp | 69.3%+27.7pp |
| Annual return | 17.76% | 26.31%-8.5pp | 87.30%-69.5pp | 318.61%-300.8pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $815 | $1,326-38.5% | $2,145-62.0% | $3,952-79.4% |
| Admin fee / account holder | $57 | $2,429-97.7% | $3,380-98.3% | $6,261-99.1% |