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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 | $56,279 | $468,795-88.0% | $1,127,994-95.0% | $468,795-88.0% |
| Participation rate | 100.0% | 85.1%+14.9pp | 66.7%+33.3pp | 85.1%+14.9pp |
| Annual return | 8.65% | 39.95%-31.3pp | 11.13%-2.5pp | 39.95%-31.3pp |
| Employer contribution / active EE | $0 | $28,085-100.0% | $25,095-100.0% | $28,085-100.0% |
| Participant deferral / active EE | $2,743 | $10,110-72.9% | $18,849-85.4% | $10,110-72.9% |
| Admin fee / account holder | $0 | $8,110-100.0% | $21,464-100.0% | $8,110-100.0% |