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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 | $6,942 | $81,457-91.5% | $103,378-93.3% | $80,911-91.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 0.00% | 25.58%-25.6pp | 24.91%-24.9pp | 35.63%-35.6pp |
| Employer contribution / active EE | $338 | $3,107-89.1% | $3,870-91.3% | $2,756-87.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $272 | $6,717-96.0% | $8,401-96.8% | $6,935-96.1% |