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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 | $4,516 | $110,240-95.9% | $96,544-95.3% | $139,487-96.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 19.95% | 26.41%-6.5pp | 25.88%-5.9pp | 373.84%-353.9pp |
| Employer contribution / active EE | $209 | $3,622-94.2% | $2,966-92.9% | $4,755-95.6% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $112 | $11,602-99.0% | $8,254-98.6% | $11,407-99.0% |