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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 | $5,546 | $87,834-93.7% | $133,975-95.9% | $62,881-91.2% |
| Participation rate | 94.2% | 83.4%+10.9pp | 87.1%+7.2pp | 69.3%+24.9pp |
| Annual return | 0.00% | 12.05%-12.1pp | 29.29%-29.3pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,142 | $4,812-34.7% | $6,282-50.0% | $3,203-1.9% |
| Admin fee / account holder | $113 | $5,372-97.9% | $9,324-98.8% | $4,296-97.4% |