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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 | $2,030 | $82,288-97.5% | $68,794-97.0% | $134,509-98.5% |
| Participation rate | 72.7% | 75.1%-2.3pp | 69.0%+3.7pp | 81.2%-8.5pp |
| Annual return | -20.10% | -2.19%-17.9pp | -6.37%-13.7pp | 418.13%-438.2pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,195 | $4,738-74.8% | $3,941-69.7% | $6,400-81.3% |
| Admin fee / account holder | $17 | $6,482-99.7% | $4,934-99.6% | $11,427-99.8% |