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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 | $5,608 | $82,674-93.2% | $125,381-95.5% | $68,486-91.8% |
| Participation rate | 84.0% | 75.1%+8.9pp | 82.4%+1.6pp | 67.9%+16.1pp |
| Annual return | -17.36% | -5.97%-11.4pp | 572.31%-589.7pp | -7.85%-9.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,937 | $6,111-51.9% | $7,448-60.6% | $4,028-27.1% |
| Admin fee / account holder | $54 | $6,277-99.1% | $10,007-99.5% | $5,404-99.0% |