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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 | $3,489 | $72,492-95.2% | $87,104-96.0% | $72,975-95.2% |
| Participation rate | 70.5% | 72.8%-2.3pp | 76.9%-6.4pp | 69.5%+1.0pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.01%-81.0pp |
| Employer contribution / active EE | $353 | $1,894-81.3% | $2,521-86.0% | $2,440-85.5% |
| Participant deferral / active EE | $1,871 | $3,270-42.8% | $4,048-53.8% | $3,608-48.1% |
| Admin fee / account holder | $57 | $5,055-98.9% | $7,491-99.2% | $5,124-98.9% |