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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 | $22,088 | $77,472-71.5% | $100,392-78.0% | $80,935-72.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 24.23% | 37.26%-13.0pp | 49.45%-25.2pp | 35.66%-11.4pp |
| Employer contribution / active EE | $180 | $2,800-93.6% | $3,941-95.4% | $2,757-93.5% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,090-100.0% | $4,299-100.0% |
| Admin fee / account holder | $50 | $5,885-99.2% | $7,904-99.4% | $6,924-99.3% |