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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 | $3,036 | $94,529-96.8% | $140,019-97.8% | $64,173-95.3% |
| Participation rate | 86.1% | 84.1%+2.0pp | 87.5%-1.4pp | 69.6%+16.5pp |
| Annual return | 0.67% | 7.77%-7.1pp | 651.15%-650.5pp | 7.63%-7.0pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,443 | $5,250-53.5% | $6,927-64.7% | $3,470-29.6% |
| Admin fee / account holder | $122 | $6,741-98.2% | $10,705-98.9% | $4,887-97.5% |