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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 | $957 | $73,839-98.7% | $143,788-99.3% | $68,495-98.6% |
| Participation rate | 76.0% | 66.7%+9.3pp | 80.3%-4.3pp | 67.9%+8.1pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.03%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,031 | $3,384-40.0% | $5,638-64.0% | $4,028-49.6% |
| Admin fee / account holder | $239 | $5,755-95.9% | $14,675-98.4% | $5,403-95.6% |