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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 | $6,522 | $46,697-86.0% | $117,529-94.5% | $68,490-90.5% |
| Participation rate | 91.7% | 56.8%+34.9pp | 70.6%+21.1pp | 67.9%+23.8pp |
| Annual return | -2.97% | -14.52%+11.6pp | 29.77%-32.7pp | -7.85%+4.9pp |
| Employer contribution / active EE | $185 | $1,506-87.7% | $4,179-95.6% | $2,597-92.9% |
| Participant deferral / active EE | $0 | $2,637-100.0% | $4,072-100.0% | $4,028-100.0% |
| Admin fee / account holder | $41 | $4,023-99.0% | $5,645-99.3% | $5,403-99.2% |