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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 | $2,726 | $92,219-97.0% | $76,767-96.4% | $135,380-98.0% |
| Participation rate | 81.8% | 79.8%+2.0pp | 77.0%+4.9pp | 82.6%-0.8pp |
| Annual return | 0.00% | 5.46%-5.5pp | 2.43%-2.4pp | 519.81%-519.8pp |
| Employer contribution / active EE | $555 | $3,216-82.8% | $2,485-77.7% | $4,779-88.4% |
| Participant deferral / active EE | $1,707 | $4,508-62.1% | $3,852-55.7% | $5,609-69.6% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |