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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 | $4,933 | $136,307-96.4% | $106,619-95.4% | $273,972-98.2% |
| Participation rate | 88.9% | 84.8%+4.1pp | 78.0%+10.9pp | 83.0%+5.9pp |
| Annual return | 0.00% | 11.05%-11.1pp | 9.42%-9.4pp | 41.46%-41.5pp |
| Employer contribution / active EE | $206 | $5,190-96.0% | $3,947-94.8% | $4,869-95.8% |
| Participant deferral / active EE | $4,117 | $4,969-17.1% | $3,930+4.8% | $5,287-22.1% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |