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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 | $4,772 | $77,816-93.9% | $123,549-96.1% | $64,181-92.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -0.27% | 12.49%-12.8pp | 119.20%-119.5pp | 7.63%-7.9pp |
| Employer contribution / active EE | $465 | $3,014-84.6% | $4,628-89.9% | $2,381-80.5% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $125 | $5,519-97.7% | $9,284-98.7% | $4,887-97.4% |