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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 | $856 | $69,518-98.8% | $59,887-98.6% | $135,379-99.4% |
| Participation rate | 73.3% | 77.8%-4.5pp | 74.7%-1.4pp | 82.6%-9.3pp |
| Annual return | 0.00% | 7.95%-7.9pp | 3.46%-3.5pp | 519.79%-519.8pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,199 | $4,204-71.5% | $3,402-64.8% | $5,609-78.6% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,828-100.0% |