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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 | $110,278-95.0% | $95,740-94.2% | $139,466-96.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.76% | 27.19%-11.4pp | 28.41%-12.7pp | 373.66%-357.9pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,503 | $4,674-67.8% | $4,244-64.6% | $6,712-77.6% |
| Admin fee / account holder | $149 | $6,613-97.7% | $5,676-97.4% | $11,409-98.7% |