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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 | $10,752 | $65,712-83.6% | $57,196-81.2% | $273,972-96.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.98% | 22.01%-13.0pp | 14.59%-5.6pp | 41.46%-32.5pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,337 | $3,782-64.7% | $3,096-56.8% | $5,287-74.7% |
| Admin fee / account holder | $12 | $4,838-99.7% | $3,141-99.6% | $10,133-99.9% |