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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 | $10,817 | $90,486-88.0% | $78,676-86.3% | $273,972-96.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.48% | 75.62%-64.1pp | 62.19%-50.7pp | 41.46%-30.0pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $658 | $3,901-83.1% | $3,517-81.3% | $5,287-87.6% |
| Admin fee / account holder | $107 | $5,263-98.0% | $4,510-97.6% | $10,133-98.9% |