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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 | $9,208 | $64,729-85.8% | $112,263-91.8% | $68,490-86.6% |
| Participation rate | 98.0% | 67.2%+30.9pp | 75.1%+23.0pp | 67.9%+30.1pp |
| Annual return | -8.04% | -11.40%+3.4pp | 27.49%-35.5pp | -7.85%-0.2pp |
| Employer contribution / active EE | $620 | $2,746-77.4% | $3,636-83.0% | $2,597-76.1% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $133 | $5,222-97.4% | $6,410-97.9% | $5,403-97.5% |