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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 | $6,726 | $54,162-87.6% | $68,612-90.2% | $64,173-89.5% |
| Participation rate | 84.8% | 68.1%+16.8pp | 72.2%+12.6pp | 69.6%+15.2pp |
| Annual return | 0.00% | -1.62%+1.6pp | -4.63%+4.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,072 | $2,626-21.1% | $3,311-37.4% | $3,470-40.3% |
| Admin fee / account holder | $65 | $4,029-98.4% | $5,131-98.7% | $4,887-98.7% |