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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 | $6,581 | $405,731-98.4% | $83,914-92.2% | $405,731-98.4% |
| Participation rate | 100.0% | 91.9%+8.1pp | 92.0%+8.0pp | 91.9%+8.1pp |
| Annual return | -3.48% | 4.30%-7.8pp | -12.56%+9.1pp | 4.30%-7.8pp |
| Employer contribution / active EE | $2,435 | $26,636-90.9% | $6,526-62.7% | $26,636-90.9% |
| Participant deferral / active EE | $2,215 | $5,788-61.7% | $953+132.6% | $5,788-61.7% |
| Admin fee / account holder | $70 | $12,997-99.5% | $9,492-99.3% | $12,997-99.5% |