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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 | $795 | $174,018-99.5% | $136,833-99.4% | $198,609-99.6% |
| Participation rate | 92.3% | 65.1%+27.2pp | 59.0%+33.3pp | 82.4%+9.9pp |
| Annual return | 16.74% | 35.16%-18.4pp | 35.32%-18.6pp | 202.70%-186.0pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $1,319-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $960 | $2,873-66.6% | $2,441-60.7% | $6,977-86.2% |
| Admin fee / account holder | $89 | $5,434-98.4% | $4,706-98.1% | $19,030-99.5% |