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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 | $4,153 | $153,252-97.3% | $110,792-96.3% | $233,076-98.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 58.3%+41.7pp | 46.4%+53.6pp |
| Annual return | 0.26% | -1.86%+2.1pp | -0.33%+0.6pp | -82.67%+82.9pp |
| Employer contribution / active EE | $1,199 | $33,714-96.4% | $25,782-95.3% | $43,771-97.3% |
| Participant deferral / active EE | $0 | $892-100.0% | $928-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $2,194-100.0% | $1,824-100.0% | $11,204-100.0% |