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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 | $9,796 | $73,978-86.8% | $96,515-89.9% | $75,173-87.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 14.41% | 26.72%-12.3pp | 35.73%-21.3pp | 160.72%-146.3pp |
| Employer contribution / active EE | $485 | $2,931-83.5% | $3,740-87.0% | $2,671-81.9% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $75 | $5,219-98.6% | $6,735-98.9% | $5,651-98.7% |