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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 | $4,706 | $52,379-91.0% | $46,225-89.8% | $273,972-98.3% |
| Participation rate | 91.3% | 84.0%+7.3pp | 79.5%+11.8pp | 83.0%+8.3pp |
| Annual return | 0.00% | 7.23%-7.2pp | 7.57%-7.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $565 | $4,226-86.6% | $3,424-83.5% | $4,869-88.4% |
| Participant deferral / active EE | $1,770 | $4,660-62.0% | $3,776-53.1% | $5,287-66.5% |
| Admin fee / account holder | $0 | $4,652-100.0% | $3,519-100.0% | $10,133-100.0% |