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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 | $174,018-99.8% | $136,833-99.7% | $198,609-99.8% |
| Participation rate | 78.6% | 65.1%+13.4pp | 59.0%+19.5pp | 82.4%-3.8pp |
| Annual return | 40.64% | 35.16%+5.5pp | 35.32%+5.3pp | 202.70%-162.1pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $1,319-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $535 | $2,873-81.4% | $2,441-78.1% | $6,977-92.3% |
| Admin fee / account holder | $3 | $5,434-99.9% | $4,706-99.9% | $19,030-100.0% |