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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 | $63,354 | $93,040-31.9% | $148,078-57.2% | $330,599-80.8% |
| Participation rate | 100.0% | 13.3%+86.7pp | 5.4%+94.6pp | 43.7%+56.3pp |
| Annual return | 0.97% | 3.77%-2.8pp | 6.70%-5.7pp | 13.05%-12.1pp |
| Employer contribution / active EE | $63 | $35,643-99.8% | $25,177-99.8% | $37,652-99.8% |
| Participant deferral / active EE | $0 | $9-100.0% | $47-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $7,182-100.0% | $31,365-100.0% |