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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 | $68,573-90.4% | $120,368-94.5% | $80,874-91.9% |
| Participation rate | 77.5% | 61.6%+15.9pp | 71.9%+5.6pp | 67.6%+9.9pp |
| Annual return | 0.00% | 23.61%-23.6pp | 107.26%-107.3pp | 35.62%-35.6pp |
| Employer contribution / active EE | $172 | $2,052-91.6% | $3,465-95.0% | $2,756-93.8% |
| Participant deferral / active EE | $0 | $3,174-100.0% | $4,991-100.0% | $4,297-100.0% |
| Admin fee / account holder | $62 | $5,734-98.9% | $9,429-99.3% | $6,935-99.1% |