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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 | $28,752 | $224,372-87.2% | $219,333-86.9% | $222,458-87.1% |
| Participation rate | 93.3% | 47.3%+46.1pp | 42.3%+51.0pp | 48.7%+44.6pp |
| Annual return | -0.81% | -2.14%+1.3pp | -2.01%+1.2pp | -2.16%+1.4pp |
| Employer contribution / active EE | $6,000 | $37,296-83.9% | $34,453-82.6% | $42,949-86.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $34-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $5,081-100.0% | $5,362-100.0% | $12,572-100.0% |