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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 | $11,240 | $48,364-76.8% | $71,796-84.3% | $62,881-82.1% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 5.59% | 13.16%-7.6pp | 78.04%-72.4pp | 20.14%-14.6pp |
| Employer contribution / active EE | $66 | $1,042-93.7% | $1,924-96.6% | $2,281-97.1% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $169 | $3,771-95.5% | $4,815-96.5% | $4,296-96.1% |