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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 | $7,805 | $289,147-97.3% | $7,8050% | $289,147-97.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 50.0%+50.0pp | 80.8%+19.2pp |
| Annual return | 23.43% | 12.61%+10.8pp | 23.43%0pp | 12.61%+10.8pp |
| Employer contribution / active EE | $0 | $13,617-100.0% | $0 | $13,617-100.0% |
| Participant deferral / active EE | $2,580 | $5,372-52.0% | $1,290+100.0% | $5,372-52.0% |
| Admin fee / account holder | $75 | $23,026-99.7% | $750% | $23,026-99.7% |