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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 | $9,184 | $67,602-86.4% | $82,312-88.8% | $70,126-86.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 73.50% | 21.57%+51.9pp | 25.88%+47.6pp | 73.15%+0.4pp |
| Employer contribution / active EE | $119 | $1,755-93.2% | $2,428-95.1% | $2,343-94.9% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $101 | $4,512-97.8% | $5,608-98.2% | $4,645-97.8% |