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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 | $835 | $457,257-99.8% | $460,228-99.8% | $405,731-99.8% |
| Participation rate | 100.0% | 95.3%+4.7pp | 95.1%+4.9pp | 91.9%+8.1pp |
| Annual return | 0.00% | -3.33%+3.3pp | -2.98%+3.0pp | 4.30%-4.3pp |
| Employer contribution / active EE | $0 | $29,788-100.0% | $29,339-100.0% | $26,636-100.0% |
| Participant deferral / active EE | $833 | $3,623-77.0% | $3,580-76.7% | $5,788-85.6% |
| Admin fee / account holder | $0 | $3,869-100.0% | $4,523-100.0% | $12,997-100.0% |