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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 | $386 | $94,439-99.6% | $73,658-99.5% | $154,746-99.8% |
| Participation rate | 78.6% | 64.7%+13.9pp | 57.0%+21.5pp | 80.7%-2.1pp |
| Annual return | 40.64% | 28.25%+12.4pp | 29.72%+10.9pp | 172.34%-131.7pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $535 | $2,527-78.8% | $2,062-74.1% | $6,730-92.1% |
| Admin fee / account holder | $3 | $3,843-99.9% | $3,357-99.9% | $14,365-100.0% |