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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 | $8,528 | $95,915-91.1% | $79,580-89.3% | $134,532-93.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -0.75% | -2.71%+2.0pp | 0.15%-0.9pp | 418.27%-419.0pp |
| Employer contribution / active EE | $296 | $3,129-90.5% | $2,413-87.7% | $4,741-93.7% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $275 | $9,132-97.0% | $6,835-96.0% | $11,429-97.6% |