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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 | $5,535 | $127,100-95.6% | $105,738-94.8% | $135,379-95.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 4.49%-4.5pp | 6.27%-6.3pp | 519.79%-519.8pp |
| Employer contribution / active EE | $560 | $4,107-86.4% | $3,268-82.9% | $4,779-88.3% |
| Participant deferral / active EE | $5,919 | $5,064+16.9% | $4,080+45.1% | $5,609+5.5% |
| Admin fee / account holder | $179 | $9,087-98.0% | $6,913-97.4% | $10,828-98.3% |