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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 | $73,814 | $564,480-86.9% | $207,366-64.4% | $564,480-86.9% |
| Participation rate | 100.0% | 89.1%+10.9pp | 90.7%+9.3pp | 89.1%+10.9pp |
| Annual return | 0.00% | -14.07%+14.1pp | -19.23%+19.2pp | -14.07%+14.1pp |
| Employer contribution / active EE | $3,110 | $29,221-89.4% | $52,658-94.1% | $29,221-89.4% |
| Participant deferral / active EE | $2,919 | $5,729-49.0% | $2,696+8.3% | $5,729-49.0% |
| Admin fee / account holder | $24 | $27,140-99.9% | $3,748-99.4% | $27,140-99.9% |