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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 | $7,214 | $26,972-73.3% | $33,705-78.6% | $26,972-73.3% |
| Participation rate | 100.0% | 99.6%+0.4pp | 91.5%+8.5pp | 99.6%+0.4pp |
| Annual return | 6.76% | 6.65%+0.1pp | -1.51%+8.3pp | 6.65%+0.1pp |
| Employer contribution / active EE | $394 | $12,629-96.9% | $3,198-87.7% | $12,629-96.9% |
| Participant deferral / active EE | $882 | $728+21.1% | $2,369-62.8% | $728+21.1% |
| Admin fee / account holder | $0 | $4,261-100.0% | $728-100.0% | $4,261-100.0% |