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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 | $27,604 | $110,083-74.9% | $151,639-81.8% | $68,486-59.7% |
| Participation rate | 98.0% | 84.0%+14.1pp | 87.5%+10.5pp | 67.9%+30.1pp |
| Annual return | -16.15% | -10.12%-6.0pp | 3.34%-19.5pp | -7.85%-8.3pp |
| Employer contribution / active EE | $431 | $4,470-90.4% | $6,165-93.0% | $2,597-83.4% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $295 | $7,718-96.2% | $11,613-97.5% | $5,404-94.5% |