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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 | $2,473 | $87,132-97.2% | $105,624-97.7% | $80,959-96.9% |
| Participation rate | 97.8% | 70.4%+27.3pp | 75.3%+22.5pp | 67.7%+30.1pp |
| Annual return | 0.00% | 17.03%-17.0pp | 116.20%-116.2pp | 35.67%-35.7pp |
| Employer contribution / active EE | $279 | $2,397-88.4% | $3,168-91.2% | $2,757-89.9% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $16 | $8,449-99.8% | $10,961-99.9% | $6,925-99.8% |