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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 | $13,468 | $113,338-88.1% | $94,993-85.8% | $147,586-90.9% |
| Participation rate | 84.6% | 78.0%+6.6pp | 73.9%+10.7pp | 82.8%+1.8pp |
| Annual return | 14.42% | 20.80%-6.4pp | 27.14%-12.7pp | 578.59%-564.2pp |
| Employer contribution / active EE | $19 | $3,160-99.4% | $2,603-99.3% | $4,876-99.6% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |