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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 | $9,416 | $82,678-88.6% | $125,391-92.5% | $68,490-86.3% |
| Participation rate | 78.1% | 75.1%+3.1pp | 82.4%-4.3pp | 67.9%+10.2pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,542 | $6,111+23.4% | $7,448+1.3% | $4,028+87.2% |
| Admin fee / account holder | $27 | $6,277-99.6% | $10,009-99.7% | $5,403-99.5% |