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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 | $6,805 | $54,355-87.5% | $82,744-91.8% | $68,486-90.1% |
| Participation rate | 92.0% | 63.9%+28.1pp | 72.6%+19.4pp | 67.9%+24.1pp |
| Annual return | -14.23% | -13.67%-0.6pp | 702.22%-716.4pp | -7.85%-6.4pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,355 | $3,246-27.4% | $4,395-46.4% | $4,028-41.5% |
| Admin fee / account holder | $68 | $4,397-98.5% | $5,325-98.7% | $5,404-98.7% |