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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 | $17,953 | $99,032-81.9% | $80,022-77.6% | $135,380-86.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 7.21% | 15.39%-8.2pp | 11.22%-4.0pp | 519.81%-512.6pp |
| Employer contribution / active EE | $200 | $3,043-93.4% | $2,468-91.9% | $4,779-95.8% |
| Participant deferral / active EE | $1,193 | $4,282-72.1% | $3,686-67.6% | $5,609-78.7% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |