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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 | $46,208 | $240,714-80.8% | $46,2080% | $240,714-80.8% |
| Participation rate | 100.0% | 91.7%+8.3pp | 100.0%0pp | 91.7%+8.3pp |
| Annual return | 14.54% | 6.51%+8.0pp | 10.19%+4.3pp | 6.51%+8.0pp |
| Employer contribution / active EE | $252 | $13,526-98.1% | $126+100.0% | $13,526-98.1% |
| Participant deferral / active EE | $0 | $9,348-100.0% | $0 | $9,348-100.0% |
| Admin fee / account holder | $0 | $100,511-100.0% | - | $100,511-100.0% |