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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 | $3,643 | $100,792-96.4% | $86,691-95.8% | $134,509-97.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 10.50% | 29.08%-18.6pp | 35.94%-25.4pp | 418.13%-407.6pp |
| Employer contribution / active EE | $141 | $3,491-96.0% | $2,837-95.0% | $4,741-97.0% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $86 | $10,924-99.2% | $7,492-98.8% | $11,427-99.2% |