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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 | $3,401 | $167,353-98.0% | $143,797-97.6% | $134,545-97.5% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | -2.55% | 0.48%-3.0pp | -0.04%-2.5pp | 418.37%-420.9pp |
| Employer contribution / active EE | $357 | $5,620-93.7% | $4,952-92.8% | $4,742-92.5% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6 | $18,096-100.0% | $14,679-100.0% | $11,431-99.9% |