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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 | $3,053 | $65,395-95.3% | $182,558-98.3% | $72,976-95.8% |
| Participation rate | 92.6% | 65.4%+27.2pp | 78.0%+14.6pp | 69.5%+23.1pp |
| Annual return | 0.00% | 27.68%-27.7pp | 148.59%-148.6pp | 81.02%-81.0pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,417 | $3,563-32.2% | $5,526-56.3% | $3,608-33.0% |
| Admin fee / account holder | $59 | $4,245-98.6% | $8,594-99.3% | $5,124-98.9% |