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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 | $4,657 | $72,177-93.5% | $115,038-96.0% | $59,633-92.2% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 1.37% | 12.02%-10.6pp | 26.14%-24.8pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $3 | $2,841-99.9% | $4,608-99.9% | $2,203-99.8% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $5 | $4,927-99.9% | $8,175-99.9% | $4,297-99.9% |