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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 | $3,421 | $36,694-90.7% | $40,145,923-100.0% | $55,167-93.8% |
| Participation rate | 74.0% | 57.2%+16.9pp | 68.4%+5.6pp | 69.0%+5.1pp |
| Annual return | 0.00% | 10.16%-10.2pp | 5.24%-5.2pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $1,135-100.0% | $1,844-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,647 | $1,679+57.6% | $2,591+2.2% | $3,054-13.3% |
| Admin fee / account holder | $18 | $175-89.8% | $2,903-99.4% | $504-96.4% |