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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 | $1,506 | $60,795-97.5% | $69,461-97.8% | $65,185-97.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 0.00% | 17.46%-17.5pp | 28.97%-29.0pp | 29.38%-29.4pp |
| Employer contribution / active EE | $159 | $2,452-93.5% | $2,779-94.3% | $2,177-92.7% |
| Participant deferral / active EE | $1,281 | $3,162-59.5% | $3,536-63.8% | $3,514-63.6% |
| Admin fee / account holder | $15 | $314-95.2% | $3,840-99.6% | $847-98.2% |