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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 | $21,409 | $233,278-90.8% | $379,314-94.4% | $233,076-90.8% |
| Participation rate | 100.0% | 37.6%+62.4pp | 17.4%+82.6pp | 46.4%+53.6pp |
| Annual return | 1.65% | -2.89%+4.5pp | -2.18%+3.8pp | -82.66%+84.3pp |
| Employer contribution / active EE | $4,607 | $50,326-90.8% | $38,751-88.1% | $43,771-89.5% |
| Participant deferral / active EE | $0 | $170-100.0% | $151-100.0% | $103-100.0% |
| Admin fee / account holder | $164 | $4,632-96.5% | $4,180-96.1% | $11,204-98.5% |