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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 | $43,156 | $224,372-80.8% | $219,333-80.3% | $222,458-80.6% |
| Participation rate | 100.0% | 47.3%+52.7pp | 42.3%+57.7pp | 48.7%+51.3pp |
| Annual return | 0.25% | -2.14%+2.4pp | -2.01%+2.3pp | -2.16%+2.4pp |
| Employer contribution / active EE | $6,787 | $37,296-81.8% | $34,453-80.3% | $42,949-84.2% |
| Participant deferral / active EE | $0 | $32-100.0% | $34-100.0% | $153-100.0% |
| Admin fee / account holder | $4 | $5,081-99.9% | $5,362-99.9% | $12,572-100.0% |