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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 | $24,434 | $62,124-60.7% | $219,333-88.9% | $50,876-52.0% |
| Participation rate | 98.4% | 40.7%+57.8pp | 42.3%+56.1pp | 15.7%+82.7pp |
| Annual return | 0.51% | -1.80%+2.3pp | -2.01%+2.5pp | -7.14%+7.6pp |
| Employer contribution / active EE | $1,724 | $14,777-88.3% | $34,453-95.0% | $14,613-88.2% |
| Participant deferral / active EE | $406 | $11+3650.3% | $34+1097.6% | $60+574.7% |
| Admin fee / account holder | $0 | $1,779-100.0% | $5,362-100.0% | $1,191-100.0% |