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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 | $3,452 | $71,878-95.2% | $86,698-96.0% | $68,486-95.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -3.51% | 3.53%-7.0pp | 35.95%-39.5pp | -7.85%+4.3pp |
| Employer contribution / active EE | $307 | $2,173-85.9% | $2,837-89.2% | $2,597-88.2% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $221 | $6,113-96.4% | $7,493-97.0% | $5,404-95.9% |