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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 | $7,119 | $54,357-86.9% | $82,706-91.4% | $68,495-89.6% |
| Participation rate | 98.2% | 63.9%+34.3pp | 72.6%+25.7pp | 67.9%+30.4pp |
| Annual return | 34.09% | -13.67%+47.8pp | 701.76%-667.7pp | -7.84%+41.9pp |
| Employer contribution / active EE | $76 | $2,218-96.6% | $3,007-97.5% | $2,596-97.1% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,394-100.0% | $4,028-100.0% |
| Admin fee / account holder | $31 | $4,396-99.3% | $5,329-99.4% | $5,403-99.4% |