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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 | $18,661 | $138,385-86.5% | $184,200-89.9% | $80,874-76.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 0.00% | 20.02%-20.0pp | 28.80%-28.8pp | 35.62%-35.6pp |
| Employer contribution / active EE | $1,411 | $4,849-70.9% | $6,424-78.0% | $2,756-48.8% |
| Participant deferral / active EE | $0 | $7,073-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $223 | $10,483-97.9% | $13,907-98.4% | $6,935-96.8% |