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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 | $1,618 | $71,873-97.7% | $86,698-98.1% | $68,490-97.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -4.98% | 3.54%-8.5pp | 35.96%-40.9pp | -7.85%+2.9pp |
| Employer contribution / active EE | $333 | $2,173-84.7% | $2,837-88.3% | $2,597-87.2% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $251 | $6,110-95.9% | $7,492-96.7% | $5,403-95.4% |