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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 | $17,674 | $107,421-83.5% | $182,262-90.3% | $94,015-81.2% |
| Participation rate | 93.5% | 77.8%+15.7pp | 84.2%+9.3pp | 70.8%+22.7pp |
| Annual return | 0.00% | 21.32%-21.3pp | 140.60%-140.6pp | 17.84%-17.8pp |
| Employer contribution / active EE | $362 | $3,448-89.5% | $5,046-92.8% | $2,790-87.0% |
| Participant deferral / active EE | $0 | $6,558-100.0% | $8,276-100.0% | $4,249-100.0% |
| Admin fee / account holder | $0 | $8,692-100.0% | $16,712-100.0% | $8,951-100.0% |