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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 | $1,780 | $57,352-96.9% | $83,831-97.9% | $64,173-97.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 5.98% | 11.38%-5.4pp | 850.99%-845.0pp | 7.63%-1.7pp |
| Employer contribution / active EE | $112 | $2,546-95.6% | $3,631-96.9% | $2,381-95.3% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $107 | $4,046-97.4% | $5,479-98.1% | $4,887-97.8% |