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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 | $1,718 | $105,867-98.4% | $90,760-98.1% | $134,532-98.7% |
| Participation rate | 87.5% | 78.3%+9.2pp | 75.7%+11.8pp | 81.2%+6.3pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $448 | $3,464-87.1% | $2,922-84.7% | $4,741-90.6% |
| Participant deferral / active EE | $2,608 | $5,217-50.0% | $4,565-42.9% | $6,401-59.3% |
| Admin fee / account holder | $2 | $13,936-100.0% | $8,444-100.0% | $11,429-100.0% |