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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 | $49,976-95.9% | $66,674-96.9% | $82,637-97.5% |
| Participation rate | 94.1% | 63.1%+31.0pp | 73.7%+20.4pp | 68.1%+26.1pp |
| Annual return | 22.16% | 39.09%-16.9pp | 321.24%-299.1pp | 53.51%-31.3pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $937 | $2,847-67.1% | $4,084-77.0% | $4,126-77.3% |
| Admin fee / account holder | $30 | $4,594-99.3% | $5,098-99.4% | $7,339-99.6% |