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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 | $5,843 | $479,618-98.8% | $220,386-97.3% | $479,618-98.8% |
| Participation rate | 100.0% | 89.3%+10.7pp | 100.0%0pp | 89.3%+10.7pp |
| Annual return | 8.90% | 101.32%-92.4pp | -9.24%+18.1pp | 101.32%-92.4pp |
| Employer contribution / active EE | $692 | $22,484-96.9% | $23,372-97.0% | $22,484-96.9% |
| Participant deferral / active EE | $1,657 | $7,699-78.5% | $4,868-66.0% | $7,699-78.5% |
| Admin fee / account holder | $38 | $12,520-99.7% | $2,354-98.4% | $12,520-99.7% |