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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 | $9,484 | $90,467-89.5% | $93,759-89.9% | $134,509-92.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 81.0%-6.0pp | 81.2%-6.2pp |
| Annual return | 0.00% | -15.72%+15.7pp | -11.33%+11.3pp | 418.13%-418.1pp |
| Employer contribution / active EE | $0 | $4,345-100.0% | $4,324-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,423 | $5,980+24.1% | $6,096+21.8% | $6,400+16.0% |
| Admin fee / account holder | $2 | $9,258-100.0% | $7,197-100.0% | $11,427-100.0% |