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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 | $12,749 | $107,809-88.2% | $90,657-85.9% | $135,380-90.6% |
| Participation rate | 83.3% | 78.0%+5.3pp | 74.0%+9.3pp | 82.6%+0.7pp |
| Annual return | -5.54% | -0.90%-4.6pp | 1.89%-7.4pp | 519.81%-525.3pp |
| Employer contribution / active EE | $25 | $3,018-99.2% | $2,532-99.0% | $4,779-99.5% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |