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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 | $16,374 | $105,623-84.5% | $87,502-81.3% | $273,972-94.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 2.01% | 12.26%-10.2pp | 12.21%-10.2pp | 41.46%-39.4pp |
| Employer contribution / active EE | $68 | $3,141-97.8% | $2,550-97.3% | $4,869-98.6% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $123 | $4,781-97.4% | $4,221-97.1% | $10,133-98.8% |