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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 | $13,519 | $153,769-91.2% | $133,975-89.9% | $273,972-95.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.29%-29.3pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,025 | $6,029-83.0% | $5,211-80.3% | $4,869-78.9% |
| Participant deferral / active EE | $5,345 | $6,958-23.2% | $6,282-14.9% | $5,287+1.1% |
| Admin fee / account holder | $44 | $11,765-99.6% | $9,324-99.5% | $10,133-99.6% |