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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 | $4,105 | $86,701-95.3% | $73,309-94.4% | $125,389-96.7% |
| Participation rate | 92.9% | 78.6%+14.2pp | 74.9%+17.9pp | 83.2%+9.7pp |
| Annual return | 0.00% | 2.78%-2.8pp | 5.67%-5.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,240 | $5,549-23.6% | $4,991-15.1% | $5,352-20.8% |
| Admin fee / account holder | $27 | $7,768-99.6% | $5,635-99.5% | $9,541-99.7% |