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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 | $104,650-99.0% | $83,854-98.8% | $155,188-99.3% |
| Participation rate | 80.0% | 65.1%+14.9pp | 59.1%+20.9pp | 80.8%-0.8pp |
| Annual return | 18.44% | 28.97%-10.5pp | 31.39%-13.0pp | 148.84%-130.4pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $328 | $2,367-86.1% | $2,035-83.9% | $6,531-95.0% |
| Admin fee / account holder | $14 | $3,518-99.6% | $3,197-99.6% | $14,480-99.9% |