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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 | $4,894 | $54,370-91.0% | $82,763-94.1% | $68,490-92.9% |
| Participation rate | 83.3% | 63.9%+19.4pp | 72.6%+10.8pp | 67.9%+15.4pp |
| Annual return | -15.55% | -13.67%-1.9pp | 702.45%-718.0pp | -7.85%-7.7pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,147 | $3,247-33.9% | $4,395-51.1% | $4,028-46.7% |
| Admin fee / account holder | $289 | $4,398-93.4% | $5,325-94.6% | $5,403-94.7% |