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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 | $11,343 | $72,404-84.3% | $110,243-89.7% | $64,173-82.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 16.15% | -6.29%+22.4pp | 314.76%-298.6pp | 7.63%+8.5pp |
| Employer contribution / active EE | $147 | $2,282-93.6% | $3,827-96.2% | $2,381-93.8% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $240 | $5,664-95.8% | $8,548-97.2% | $4,887-95.1% |