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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 | $4,174 | $77,817-94.6% | $123,553-96.6% | $64,173-93.5% |
| Participation rate | 82.0% | 74.7%+7.3pp | 82.3%-0.3pp | 69.6%+12.4pp |
| Annual return | 0.00% | 12.49%-12.5pp | 119.21%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,433 | $5,240-34.5% | $6,426-46.6% | $3,470-1.1% |
| Admin fee / account holder | $3 | $5,519-99.9% | $9,284-100.0% | $4,887-99.9% |