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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 | $9,915 | $110,307-91.0% | $96,576-89.7% | $139,456-92.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 26.40%-26.4pp | 25.87%-25.9pp | 373.45%-373.4pp |
| Employer contribution / active EE | $698 | $3,619-80.7% | $2,965-76.4% | $4,753-85.3% |
| Participant deferral / active EE | $8,619 | $5,547+55.4% | $4,851+77.7% | $6,711+28.4% |
| Admin fee / account holder | $4 | $11,597-100.0% | $8,253-100.0% | $11,407-100.0% |