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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 | $5,905 | $78,707-92.5% | $117,861-95.0% | $70,126-91.6% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 22.62% | 23.30%-0.7pp | 335.11%-312.5pp | 73.15%-50.5pp |
| Employer contribution / active EE | $133 | $2,223-94.0% | $3,786-96.5% | $2,343-94.3% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $214 | $5,066-95.8% | $8,021-97.3% | $4,645-95.4% |