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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 | $2,808 | $105,623-97.3% | $87,502-96.8% | $273,972-99.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 33.07% | 12.26%+20.8pp | 12.21%+20.9pp | 41.46%-8.4pp |
| Employer contribution / active EE | $18 | $3,141-99.4% | $2,550-99.3% | $4,869-99.6% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $13 | $4,781-99.7% | $4,221-99.7% | $10,133-99.9% |