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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 | $4,450 | $71,872-93.8% | $86,691-94.9% | $68,495-93.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.28% | 3.53%-19.8pp | 35.94%-52.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $43 | $2,173-98.0% | $2,837-98.5% | $2,596-98.3% |
| Participant deferral / active EE | $1,889 | $3,779-50.0% | $4,656-59.4% | $4,028-53.1% |
| Admin fee / account holder | $133 | $6,112-97.8% | $7,492-98.2% | $5,403-97.5% |