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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 | $5,883 | $48,053-87.8% | $84,637-93.0% | $72,976-91.9% |
| Participation rate | 77.3% | 57.6%+19.7pp | 68.2%+9.0pp | 69.5%+7.8pp |
| Annual return | 0.00% | 37.39%-37.4pp | 258.82%-258.8pp | 81.02%-81.0pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,894 | $2,681+8.0% | $3,900-25.8% | $3,608-19.8% |
| Admin fee / account holder | $0 | $3,395-100.0% | $4,914-100.0% | $5,124-100.0% |