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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 | $60,023 | $160,548-62.6% | $145,218-58.7% | $233,076-74.2% |
| Participation rate | 100.0% | 23.9%+76.1pp | 20.5%+79.5pp | 46.4%+53.6pp |
| Annual return | 9.11% | -0.62%+9.7pp | -0.67%+9.8pp | -82.67%+91.8pp |
| Employer contribution / active EE | $0 | $37,810-100.0% | $31,731-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $4,820 | $456+956.1% | $473+918.2% | $103+4600.3% |
| Admin fee / account holder | $101 | $36,086-99.7% | $28,383-99.6% | $11,204-99.1% |