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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 | $3,389 | $116,289-97.1% | $106,128-96.8% | $339,457-99.0% |
| Participation rate | 100.0% | 17.5%+82.5pp | 12.3%+87.7pp | 43.9%+56.1pp |
| Annual return | 0.00% | 3.50%-3.5pp | 5.16%-5.2pp | 13.05%-13.0pp |
| Employer contribution / active EE | $0 | $34,017-100.0% | $26,479-100.0% | $37,651-100.0% |
| Participant deferral / active EE | $3,389 | $42+7897.3% | $78+4247.9% | $48+7001.1% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,074-100.0% |