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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 | $11,164 | $97,881-88.6% | $80,004-86.0% | $125,389-91.1% |
| Participation rate | 73.3% | 77.9%-4.5pp | 73.0%+0.3pp | 83.2%-9.9pp |
| Annual return | -3.65% | 9.36%-13.0pp | 7.63%-11.3pp | 282.24%-285.9pp |
| Employer contribution / active EE | $20 | $3,128-99.4% | $2,473-99.2% | $4,866-99.6% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,541-100.0% |