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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 | $4,703 | $108,212-95.7% | $77,513-93.9% | $158,966-97.0% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 19.46% | 31.67%-12.2pp | 54.81%-35.3pp | 302.95%-283.5pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,012 | $2,455-58.8% | $1,861-45.6% | $5,983-83.1% |
| Admin fee / account holder | $20 | $3,709-99.5% | $2,859-99.3% | $11,250-99.8% |