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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 | $2,088 | $59,839-96.5% | $81,991-97.5% | $79,852-97.4% |
| Participation rate | 96.0% | 61.6%+34.4pp | 69.3%+26.7pp | 69.6%+26.4pp |
| Annual return | 0.00% | 17.56%-17.6pp | 41.31%-41.3pp | 31.72%-31.7pp |
| Employer contribution / active EE | $113 | $1,713-93.4% | $2,498-95.5% | $2,471-95.4% |
| Participant deferral / active EE | $2,021 | $2,695-25.0% | $3,722-45.7% | $3,740-46.0% |
| Admin fee / account holder | $0 | $4,287-100.0% | $5,665-100.0% | $5,306-100.0% |