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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 | $1,744 | $87,546-98.0% | $75,784-97.7% | $125,389-98.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 4.00% | 13.49%-9.5pp | 9.68%-5.7pp | 282.24%-278.2pp |
| Employer contribution / active EE | $271 | $3,930-93.1% | $3,323-91.9% | $4,866-94.4% |
| Participant deferral / active EE | $1,382 | $4,230-67.3% | $3,652-62.2% | $5,352-74.2% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |