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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 | $1,387 | $63,861-97.8% | $104,614-98.7% | $79,858-98.3% |
| Participation rate | 74.5% | 64.9%+9.6pp | 74.1%+0.5pp | 69.6%+4.9pp |
| Annual return | 0.00% | 21.30%-21.3pp | 340.56%-340.6pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,015 | $2,693-62.3% | $3,739-72.8% | $3,740-72.8% |
| Admin fee / account holder | $1 | $4,185-100.0% | $6,464-100.0% | $5,306-100.0% |