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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 | $6,563 | $68,880-90.5% | $120,580-94.6% | $80,959-91.9% |
| Participation rate | 77.5% | 61.7%+15.8pp | 72.0%+5.5pp | 67.7%+9.8pp |
| Annual return | 0.00% | 23.68%-23.7pp | 107.48%-107.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $172 | $2,066-91.7% | $3,469-95.0% | $2,757-93.8% |
| Participant deferral / active EE | $0 | $3,191-100.0% | $4,995-100.0% | $4,300-100.0% |
| Admin fee / account holder | $62 | $5,785-98.9% | $9,418-99.3% | $6,925-99.1% |