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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 | $3,504 | $58,493-94.0% | $84,023-95.8% | $72,976-95.2% |
| Participation rate | 73.7% | 61.2%+12.5pp | 69.0%+4.7pp | 69.5%+4.2pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.32%-71.3pp | 81.02%-81.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,613 | $2,394+9.1% | $3,239-19.3% | $3,608-27.6% |
| Admin fee / account holder | $126 | $4,569-97.2% | $6,102-97.9% | $5,124-97.5% |