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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 | $6,848 | $72,177-90.5% | $115,038-94.0% | $59,633-88.5% |
| Participation rate | 95.2% | 72.6%+22.7pp | 81.4%+13.9pp | 68.7%+26.6pp |
| Annual return | 4.12% | 12.02%-7.9pp | 26.14%-22.0pp | 2041.45%-2037.3pp |
| Employer contribution / active EE | $436 | $2,841-84.7% | $4,608-90.5% | $2,203-80.2% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $300 | $4,927-93.9% | $8,175-96.3% | $4,297-93.0% |