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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 | $3,623 | $67,352-94.6% | $60,899-94.1% | $134,509-97.3% |
| Participation rate | 70.6% | 76.2%-5.6pp | 73.1%-2.5pp | 81.2%-10.6pp |
| Annual return | 0.00% | 49.99%-50.0pp | 16.92%-16.9pp | 418.13%-418.1pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,738 | $4,539-39.7% | $3,817-28.3% | $6,400-57.2% |
| Admin fee / account holder | $1 | $4,585-100.0% | $3,225-100.0% | $11,427-100.0% |