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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 | $6,733 | $132,310-94.9% | $105,754-93.6% | $273,972-97.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 0.00% | 10.08%-10.1pp | 12.25%-12.3pp | 41.46%-41.5pp |
| Employer contribution / active EE | $348 | $4,867-92.9% | $4,079-91.5% | $4,869-92.9% |
| Participant deferral / active EE | $6,382 | $6,233+2.4% | $5,326+19.8% | $5,287+20.7% |
| Admin fee / account holder | $4 | $12,036-100.0% | $8,309-100.0% | $10,133-100.0% |