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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 | $2,330 | $90,467-97.4% | $93,759-97.5% | $134,532-98.3% |
| Participation rate | 90.9% | 82.0%+8.9pp | 81.0%+9.9pp | 81.2%+9.7pp |
| Annual return | 0.00% | -15.72%+15.7pp | -11.33%+11.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $393 | $4,345-91.0% | $4,324-90.9% | $4,741-91.7% |
| Participant deferral / active EE | $2,399 | $5,980-59.9% | $6,096-60.6% | $6,401-62.5% |
| Admin fee / account holder | $134 | $9,258-98.5% | $7,197-98.1% | $11,429-98.8% |