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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 | $11,363 | $59,107-80.8% | $86,439-86.9% | $68,495-83.4% |
| Participation rate | 88.6% | 75.2%+13.3pp | 80.3%+8.2pp | 67.9%+20.7pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4395.55%-4395.5pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,456 | $5,901+77.2% | $6,952+50.4% | $4,028+159.6% |
| Admin fee / account holder | $7 | $5,637-99.9% | $6,732-99.9% | $5,403-99.9% |