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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 | $2,027 | $62,592-96.8% | $85,709-97.6% | $85,847-97.6% |
| Participation rate | 92.9% | 61.1%+31.7pp | 69.9%+23.0pp | 69.3%+23.5pp |
| Annual return | 0.00% | 23.77%-23.8pp | 21.49%-21.5pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,619-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,214 | $2,802-21.0% | $3,924-43.6% | $3,952-44.0% |
| Admin fee / account holder | $70 | $4,643-98.5% | $6,876-99.0% | $6,261-98.9% |