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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 | $2,009 | $99,345-98.0% | $84,753-97.6% | $273,972-99.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.05% | 22.93%-13.9pp | 22.78%-13.7pp | 41.46%-32.4pp |
| Employer contribution / active EE | $172 | $4,214-95.9% | $3,574-95.2% | $4,869-96.5% |
| Participant deferral / active EE | $1,716 | $4,270-59.8% | $3,712-53.8% | $5,287-67.5% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |