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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 | $1,132 | $32,037-96.5% | $69,182-98.4% | $62,881-98.2% |
| Participation rate | 93.1% | 43.4%+49.7pp | 55.1%+38.0pp | 69.3%+23.8pp |
| Annual return | 10.33% | 15.16%-4.8pp | -21.93%+32.3pp | 20.14%-9.8pp |
| Employer contribution / active EE | $16 | $679-97.6% | $1,206-98.7% | $2,281-99.3% |
| Participant deferral / active EE | $0 | $1,185-100.0% | $1,897-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9 | $2,608-99.6% | $2,697-99.7% | $4,296-99.8% |