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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 | $5,810 | $120,305-95.2% | $115,244-95.0% | $222,458-97.4% |
| Participation rate | 100.0% | 43.8%+56.2pp | 33.3%+66.7pp | 48.7%+51.3pp |
| Annual return | 0.00% | -1.96%+2.0pp | -1.61%+1.6pp | -2.16%+2.2pp |
| Employer contribution / active EE | $1,200 | $37,094-96.8% | $30,840-96.1% | $42,949-97.2% |
| Participant deferral / active EE | $4,610 | $45+10222.4% | $41+11056.2% | $153+2905.2% |
| Admin fee / account holder | $0 | $3,890-100.0% | $3,433-100.0% | $12,572-100.0% |