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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 | $833 | $52,678-98.4% | $75,784-98.9% | $59,633-98.6% |
| Participation rate | 81.1% | 67.2%+13.9pp | 75.8%+5.3pp | 68.7%+12.4pp |
| Annual return | -2.26% | 2.95%-5.2pp | 9.68%-11.9pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $167 | $2,193-92.4% | $3,323-95.0% | $2,203-92.4% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,300-100.0% | $4,297-100.0% |