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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 | $95,300 | $184,590-48.4% | $171,071-44.3% | $233,076-59.1% |
| Participation rate | 100.0% | 49.3%+50.7pp | 37.4%+62.6pp | 46.4%+53.6pp |
| Annual return | -4.29% | -3.76%-0.5pp | -3.19%-1.1pp | -82.66%+78.4pp |
| Employer contribution / active EE | $711 | $56,660-98.7% | $48,658-98.5% | $43,771-98.4% |
| Participant deferral / active EE | $0 | $287-100.0% | $273-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $5,685-100.0% | $5,129-100.0% | $11,204-100.0% |