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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 | $1,651 | $77,419-97.9% | $69,461-97.6% | $152,885-98.9% |
| Participation rate | 81.8% | 78.1%+3.7pp | 74.6%+7.2pp | 82.5%-0.6pp |
| Annual return | 0.00% | 39.07%-39.1pp | 28.97%-29.0pp | 345.39%-345.4pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,319 | $4,414-70.1% | $3,536-62.7% | $5,851-77.5% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,840-100.0% | $11,598-100.0% |