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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 | $3,974 | $73,839-94.6% | $143,788-97.2% | $68,495-94.2% |
| Participation rate | 71.6% | 66.7%+5.0pp | 80.3%-8.7pp | 67.9%+3.7pp |
| Annual return | -17.20% | 1.01%-18.2pp | -0.03%-17.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,751 | $3,384-48.3% | $5,638-68.9% | $4,028-56.5% |
| Admin fee / account holder | $226 | $5,755-96.1% | $14,675-98.5% | $5,403-95.8% |