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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 | $1,448 | $61,660-97.7% | $80,022-98.2% | $64,173-97.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -0.15% | -0.33%+0.2pp | 11.22%-11.4pp | 7.63%-7.8pp |
| Employer contribution / active EE | $365 | $1,810-79.8% | $2,468-85.2% | $2,381-84.7% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2 | $5,417-100.0% | $6,521-100.0% | $4,887-99.9% |