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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 | $2,677 | $110,337-97.6% | $102,383-97.4% | $145,877-98.2% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 0.00% | 24.83%-24.8pp | 24.94%-24.9pp | 551.28%-551.3pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,882 | $5,621-66.5% | $5,060-62.8% | $6,691-71.9% |
| Admin fee / account holder | $6 | $9,750-99.9% | $8,391-99.9% | $13,402-100.0% |