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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 | $11,967 | $58,888-79.7% | $178,499-93.3% | $73,493-83.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 26.41% | 24.86%+1.5pp | 151.10%-124.7pp | 28.51%-2.1pp |
| Employer contribution / active EE | $117 | $2,236-94.8% | $5,011-97.7% | $2,270-94.8% |
| Participant deferral / active EE | $0 | $2,568-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $36 | $400-91.1% | $13,986-99.7% | $513-93.1% |