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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 | $1,876 | $50,082-96.3% | $93,419-98.0% | $79,852-97.7% |
| Participation rate | 77.5% | 60.9%+16.6pp | 66.8%+10.7pp | 69.6%+7.9pp |
| Annual return | 0.00% | 24.59%-24.6pp | 78.05%-78.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $1,303-100.0% | $2,075-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,372 | $2,212-38.0% | $3,126-56.1% | $3,740-63.3% |
| Admin fee / account holder | $0 | $3,454-100.0% | $5,230-100.0% | $5,306-100.0% |