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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 | $39,508 | $184,590-78.6% | $171,071-76.9% | $233,076-83.0% |
| Participation rate | 100.0% | 49.3%+50.7pp | 37.4%+62.6pp | 46.4%+53.6pp |
| Annual return | -3.96% | -3.76%-0.2pp | -3.19%-0.8pp | -82.67%+78.7pp |
| Employer contribution / active EE | $1,861 | $56,660-96.7% | $48,658-96.2% | $43,771-95.7% |
| Participant deferral / active EE | $2,860 | $287+896.4% | $273+946.5% | $103+2688.8% |
| Admin fee / account holder | $208 | $5,685-96.3% | $5,129-95.9% | $11,204-98.1% |