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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 | $14,670 | $82,674-82.3% | $125,381-88.3% | $68,486-78.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -2.08% | -5.97%+3.9pp | 572.31%-574.4pp | -7.85%+5.8pp |
| Employer contribution / active EE | $464 | $3,382-86.3% | $4,815-90.4% | $2,597-82.1% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $194 | $6,277-96.9% | $10,007-98.1% | $5,404-96.4% |