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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 | $5,676 | $224,372-97.5% | $219,333-97.4% | $222,458-97.4% |
| Participation rate | 77.8% | 47.3%+30.5pp | 42.3%+35.5pp | 48.7%+29.1pp |
| Annual return | 0.00% | -2.14%+2.1pp | -2.01%+2.0pp | -2.16%+2.2pp |
| Employer contribution / active EE | $6,959 | $37,296-81.3% | $34,453-79.8% | $42,949-83.8% |
| Participant deferral / active EE | $0 | $32-100.0% | $34-100.0% | $153-100.0% |
| Admin fee / account holder | $14 | $5,081-99.7% | $5,362-99.7% | $12,572-99.9% |