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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 | $2,073 | $51,638-96.0% | $68,368-97.0% | $82,448-97.5% |
| Participation rate | 94.1% | 63.6%+30.5pp | 73.8%+20.4pp | 68.1%+26.0pp |
| Annual return | 22.16% | 37.53%-15.4pp | 292.57%-270.4pp | 41.64%-19.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $937 | $2,914-67.8% | $4,123-77.3% | $4,139-77.4% |
| Admin fee / account holder | $30 | $4,643-99.4% | $5,150-99.4% | $7,234-99.6% |