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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 | $2,736 | $95,406-97.1% | $185,849-98.5% | $85,847-96.8% |
| Participation rate | 89.7% | 68.8%+20.9pp | 81.7%+7.9pp | 69.3%+20.3pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.10%-122.1pp | 318.61%-318.6pp |
| Employer contribution / active EE | $109 | $3,314-96.7% | $5,169-97.9% | $2,565-95.8% |
| Participant deferral / active EE | $2,420 | $3,424-29.3% | $5,569-56.5% | $3,952-38.8% |
| Admin fee / account holder | $0 | $7,214-100.0% | $16,244-100.0% | $6,261-100.0% |