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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 | $2,483 | $99,345-97.5% | $84,753-97.1% | $273,972-99.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $333 | $4,214-92.1% | $3,574-90.7% | $4,869-93.2% |
| Participant deferral / active EE | $2,105 | $4,270-50.7% | $3,712-43.3% | $5,287-60.2% |
| Admin fee / account holder | $6 | $6,645-99.9% | $5,333-99.9% | $10,133-99.9% |