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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 | $14,226 | $143,969-90.1% | $199,883-92.9% | $82,637-82.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 0.00% | 25.67%-25.7pp | 43.81%-43.8pp | 53.51%-53.5pp |
| Employer contribution / active EE | $364 | $4,632-92.1% | $6,261-94.2% | $2,552-85.7% |
| Participant deferral / active EE | $3,147 | $6,937-54.6% | $9,138-65.6% | $4,126-23.7% |
| Admin fee / account holder | $49 | $14,597-99.7% | $17,268-99.7% | $7,339-99.3% |