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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 | $4,527 | $202,366-97.8% | $143,222-96.8% | $254,542-98.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 57.6%+42.4pp | 47.3%+52.7pp |
| Annual return | 5.44% | 8.49%-3.0pp | 8.97%-3.5pp | 12.16%-6.7pp |
| Employer contribution / active EE | $1,130 | $52,714-97.9% | $37,026-96.9% | $44,747-97.5% |
| Participant deferral / active EE | $0 | $981-100.0% | $1,023-100.0% | $170-100.0% |
| Admin fee / account holder | $105 | $2,444-95.7% | $2,546-95.9% | $17,640-99.4% |