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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 | $625 | $56,894-98.9% | $84,753-99.3% | $62,881-99.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 33.83% | 6.30%+27.5pp | 22.78%+11.0pp | 20.14%+13.7pp |
| Employer contribution / active EE | $440 | $2,400-81.7% | $3,574-87.7% | $2,281-80.7% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9 | $3,581-99.7% | $5,333-99.8% | $4,296-99.8% |