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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 | $3,037 | $78,423-96.1% | $95,964-96.8% | $79,856-96.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 12.63% | 19.37%-6.7pp | 91.64%-79.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1 | $1,945-99.9% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $240 | $5,622-95.7% | $6,797-96.5% | $5,306-95.5% |