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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 | $1,037 | $94,439-98.9% | $73,658-98.6% | $154,746-99.3% |
| Participation rate | 80.0% | 64.7%+15.3pp | 57.0%+23.0pp | 80.7%-0.7pp |
| Annual return | 18.44% | 28.25%-9.8pp | 29.72%-11.3pp | 172.34%-153.9pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $328 | $2,527-87.0% | $2,062-84.1% | $6,730-95.1% |
| Admin fee / account holder | $14 | $3,843-99.6% | $3,357-99.6% | $14,365-99.9% |