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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 | $5,402 | $40,275-86.6% | $57,356-90.6% | $59,633-90.9% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 0.00% | 27.52%-27.5pp | 24.41%-24.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $276 | $1,921-85.6% | $2,689-89.7% | $2,203-87.5% |
| Participant deferral / active EE | $1,054 | $2,400-56.1% | $3,162-66.7% | $3,192-67.0% |
| Admin fee / account holder | $21 | $2,820-99.3% | $3,357-99.4% | $4,297-99.5% |