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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 | $9,621 | $59,107-83.7% | $86,439-88.9% | $68,495-86.0% |
| Participation rate | 86.7% | 75.2%+11.4pp | 80.3%+6.3pp | 67.9%+18.8pp |
| Annual return | -16.07% | -0.23%-15.8pp | 4395.55%-4411.6pp | -7.84%-8.2pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,653 | $5,901-4.2% | $6,952-18.7% | $4,028+40.4% |
| Admin fee / account holder | $93 | $5,637-98.3% | $6,732-98.6% | $5,403-98.3% |