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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 | $5,065 | $40,275-87.4% | $57,356-91.2% | $59,633-91.5% |
| Participation rate | 80.8% | 69.1%+11.6pp | 75.1%+5.7pp | 68.7%+12.1pp |
| Annual return | -0.26% | 27.52%-27.8pp | 24.41%-24.7pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $906 | $2,400-62.2% | $3,162-71.3% | $3,192-71.6% |
| Admin fee / account holder | $273 | $2,820-90.3% | $3,357-91.9% | $4,297-93.7% |