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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 | $5,643 | $110,240-94.9% | $96,544-94.2% | $139,487-96.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 26.41%-26.4pp | 25.88%-25.9pp | 373.84%-373.8pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,278 | $5,549-4.9% | $4,851+8.8% | $6,713-21.4% |
| Admin fee / account holder | $9 | $11,602-99.9% | $8,254-99.9% | $11,407-99.9% |