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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 | $42,404 | $531,693-92.0% | $911,540-95.3% | $531,693-92.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 59.0%+41.0pp | 85.7%+14.3pp |
| Annual return | -10.53% | -13.27%+2.7pp | -12.71%+2.2pp | -13.27%+2.7pp |
| Employer contribution / active EE | $0 | $26,843-100.0% | $22,159-100.0% | $26,843-100.0% |
| Participant deferral / active EE | $2,298 | $7,797-70.5% | $3,210-28.4% | $7,797-70.5% |
| Admin fee / account holder | $0 | $75,116-100.0% | $135,769-100.0% | $75,116-100.0% |