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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 | $8,096 | $42,383-80.9% | $76,518-89.4% | $64,173-87.4% |
| Participation rate | 79.3% | 58.1%+21.2pp | 68.0%+11.3pp | 69.6%+9.7pp |
| Annual return | -8.18% | -16.54%+8.4pp | -0.27%-7.9pp | 7.63%-15.8pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,045 | $2,566-20.3% | $3,836-46.7% | $3,470-41.1% |
| Admin fee / account holder | $193 | $3,198-94.0% | $4,849-96.0% | $4,887-96.0% |