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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 | $9,813 | $60,349-83.7% | $74,184-86.8% | $62,881-84.4% |
| Participation rate | 98.0% | 72.7%+25.2pp | 76.6%+21.3pp | 69.3%+28.7pp |
| Annual return | 0.00% | 21.38%-21.4pp | 17.74%-17.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $118 | $1,680-93.0% | $2,370-95.0% | $2,281-94.8% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $104 | $4,261-97.6% | $5,586-98.1% | $4,296-97.6% |