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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 | $1,325 | $99,345-98.7% | $84,753-98.4% | $273,972-99.5% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $53 | $4,214-98.7% | $3,574-98.5% | $4,869-98.9% |
| Participant deferral / active EE | $1,034 | $4,270-75.8% | $3,712-72.1% | $5,287-80.4% |
| Admin fee / account holder | $248 | $6,645-96.3% | $5,333-95.4% | $10,133-97.6% |