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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 | $13,027 | $72,177-82.0% | $115,038-88.7% | $59,633-78.2% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 5.27% | 12.02%-6.7pp | 26.14%-20.9pp | 2041.45%-2036.2pp |
| Employer contribution / active EE | $68 | $2,841-97.6% | $4,608-98.5% | $2,203-96.9% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $70 | $4,927-98.6% | $8,175-99.1% | $4,297-98.4% |