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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 | $1,648 | $56,894-97.1% | $84,753-98.1% | $62,881-97.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.45% | 6.30%+0.1pp | 22.78%-16.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $174 | $2,400-92.7% | $3,574-95.1% | $2,281-92.4% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $70 | $3,581-98.0% | $5,333-98.7% | $4,296-98.4% |