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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 | $5,455 | $349,454-98.4% | $250,061-97.8% | $330,599-98.4% |
| Participation rate | 100.0% | 46.9%+53.1pp | 46.0%+54.0pp | 43.7%+56.3pp |
| Annual return | 0.00% | 7.41%-7.4pp | 7.82%-7.8pp | 13.05%-13.0pp |
| Employer contribution / active EE | $6,000 | $40,226-85.1% | $31,823-81.1% | $37,664-84.1% |
| Participant deferral / active EE | $0 | $170-100.0% | $365-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $31,499-100.0% | $18,503-100.0% | $31,365-100.0% |